HQL — ABRDN LIFE SCIENCES INVESTOR

Ownership history in Formidable Asset Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Formidable Asset Management, LLC reported a position in ABRDN LIFE SCIENCES INVESTOR (HQL). 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
0.28% (2025 Q4)
Avg. % of fund
0.18%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 124,445 +48,252 +63.3% 0.28% $1.9M $16.24
2025 Q3 ADDED 76,193 +12,214 +19.1% 0.15% $976K $14.57
2025 Q2 UNCHANGED 63,979 — 0% 0.14% $812K $11.67
2025 Q1 INITIATED 63,979 — — 0.14% $812K $11.17
% of Fund (quarterly)    HQL price (monthly, adj. close)

Other funds also holding HQL

As of 2025 Q4 — sorted by position size

Saba Capital Management, L.P. 3Y 7Y 1.06% Shaker Financial Services, LLC 3Y 7Y 0.61% NEEDHAM INVESTMENT MANAGEMENT LLC 3Y 7Y 0.43% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.29% FLAGSHIP HARBOR ADVISORS, LLC 3Y 7Y 0.29% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.19% Penserra Capital Management LLC 3Y 7Y 0.17% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.16% 1607 Capital Partners, LLC 3Y 7Y 0.13% Kapstone Financial Advisors LLC 3Y 0.12%
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