SPE — SPECIAL OPPORTUNITIES FD INC

Ownership history in Focus Partners Wealth  ·  1 quarter on record

This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in SPECIAL OPPORTUNITIES FD INC (SPE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q4)
Avg. % of fund
0.02%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 1,323,104 — — 0.02% $19.4M $14.37
% of Fund (quarterly)    SPE price (monthly, adj. close)

Other funds also holding SPE

As of 2025 Q4 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 1.25% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.6% SEVEN MILE ADVISORY 0.27% PATRON PARTNERS, LLC 3Y 0.09% CSS LLC/IL 3Y 7Y 0.08% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.07% TrueMark Investments, LLC 0.04% Live Oak Private Wealth LLC 3Y 0.03% Advisors Asset Management, Inc. 3Y 7Y 0.03% NWF Advisory Services Inc. 0.02%
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