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Special Opportunities Fund shares owned by NWF Advisory Services

Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by NWF Advisory Services from 13F filings

Historical chart of NWF Advisory Services investment in Special Opportunities Fund

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities Fund held by NWF Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities Fund by NWF Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 15k 15.50
2025-03-31 $221k 15k 15.02
2024-09-30 $221k 16k 13.91
2024-06-30 $208k 16k 13.08
2024-03-31 $209k 17k 12.64

More positions owned by NWF Advisory Services

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Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
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Alibaba Group Hldg Sponsored Ads (BABA)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
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Amazon (AMZN)
NVIDIA Corporation (NVDA)
Micron Technology (MU)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for NWF Advisory Services

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