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Special Opportunities Fund shares owned by Sound Income Strategies

Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by Sound Income Strategies from 13F filings

Historical chart of Sound Income Strategies investment in Special Opportunities Fund

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities Fund held by Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities Fund by Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.9k 639 13.91

More positions owned by Sound Income Strategies

Hercules Technology Growth Capital (HTGC)
Ares Capital Corporation (ARCC)
Sixth Street Specialty Lending (TSLX)
Golub Capital BDC (GBDC)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Owl Rock Capital Corporation (OBDC)
Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM)
Ishares Jp Mrgn Em Hi Bd (EMHY)
First Tr Exchng Traded Fd Vi Tcw Emerging Mkt (EFIX)
Pennantpark Floating Rate Capi (PFLT)
Tidal Etf Tr Sound Enhanced (FXED)
Common Stockblackstone Secd Lending Business Development Company (BXSL)
At&t (T)
International Business Machines (IBM)
Omni (OMC)

View all positions for Sound Income Strategies

Top funds holding Special Opportunities Fund

Kovitz Investment Group Partners
Rivernorth Capital Management
Blue Bell Private Wealth Management
CSS
Morgan Stanley
Scotia Capital
Epiq Partners
Shaker Financial Services
First Manhattan
Ancora Advisors
Raymond James & Associates
Deschutes Portfolio Strategy
Alpine Partners VI
Advisor Group Holdings
Sowell Financial Services

View all funds holding Special Opportunities Fund