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Special Opportunities Fund shares owned by Highline Wealth Partners

Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by Highline Wealth Partners from 13F filings

Historical chart of Highline Wealth Partners investment in Special Opportunities Fund

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities Fund held by Highline Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities Fund by Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1k 200 15.50

More positions owned by Highline Wealth Partners

Nvidia Corporation Stock (NVDA)
JPMorgan Ultra-Short Income ETF Etf (JPST)
Janus Henderson AAA CLO ETF Etf (JAAA)
Vanguard S&P 500 ETF Etf (VOO)
Microsoft Corp Stock (MSFT)
Apple Inc Com/Inv Stock (AAPL)
iShares Core MSCI EAFE ETF Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Meta Platforms Inc Cl A Stock (META)
Vanguard Russell 1000 Value ETF Etf (VONV)
Amazon Stock (AMZN)
Tesla Stock (TSLA)
Costco Whsl Corp/N Stock (COST)
iShares 5-10 Year Investment Grade Corporate Bond ETF Etf (IGIB)

View all positions for Highline Wealth Partners

Top funds holding Special Opportunities Fund

Kovitz Investment Group Partners
Shaker Financial Services
Blue Bell Private Wealth Management
CSS
Advisors Asset Management
Scotia Capital
Seven Mile Advisory
Rivernorth Capital Management
Morgan Stanley
Cetera Investment Advisers
First Manhattan
Raymond James Financial
Oppenheimer & Co
Envestnet Asset Management
Guggenheim Capital, LLC Managers

View all funds holding Special Opportunities Fund