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Special Opportunities Fund shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Special Opportunities Fund

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities Fund held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities Fund by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $292k 21k 13.76
2024-12-31 $1.4M 94k 14.63

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

Top funds holding Special Opportunities Fund

Colony
Shaker Financial Services
Blue Bell Private Wealth Management
CSS
GatePass Capital
Scotia Capital
Advisors Asset Management
Wolverine Asset Management
Morgan Stanley
Rivernorth Capital Management
First Manhattan
Raymond James Financial
Ancora Advisors
Oppenheimer & Co
Independent Advisor Alliance

View all funds holding Special Opportunities Fund