EAD — WELLS FARGO ADVANTAGE INCOME COM SHS

Ownership history in Shaker Financial Services, LLC  ·  48 quarters on record

AI Ownership Summary

Shaker Financial Services, LLC reported WELLS FARGO ADVANTAGE INCOME COM SHS (EAD) in 48 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.69% in 2024 Q4. The latest visible filing shows EAD at 1.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EAD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Shaker Financial Services, LLC's position in WELLS FARGO ADVANTAGE INCOME COM SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EAD was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.69% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EAD stock page Shaker Financial Services, LLC fund profile Shaker Financial Services, LLC full holdings
How Shaker Financial Services, LLC held EAD — position size vs. price
% of Fund (quarterly)    EAD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 586,829 +82,826 +16.4% 1.27% $4.0M 2026-02-14 (Est.) $6.81
2025 Q3 REDUCED 504,003 -83,139 -14.2% 1.22% $3.6M 2025-10-22 $6.61
2025 Q2 ADDED 587,142 +24,002 +4.3% 1.51% $4.2M 2025-08-05 $6.63
2025 Q1 REDUCED 563,140 -72,854 -11.5% 1.51% $3.9M 2025-05-09 $6.18
2024 Q4 ADDED 635,994 +13,753 +2.2% 1.69% $4.4M 2025-02-13 $6.33
2024 Q3 ADDED 622,241 +3,429 +0.6% 1.68% $4.5M 2024-10-31 $5.98
2024 Q2 REDUCED 618,812 -14,523 -2.3% 1.67% $4.1M 2024-08-02 $5.99
2024 Q1 ADDED 633,335 +66,208 +11.7% 1.64% $4.2M 2024-05-13 $5.48
2023 Q4 REDUCED 567,127 -9,474 -1.6% 1.53% $3.7M 2024-02-07 $5.50
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EAD

As of 2025 Q4 — sorted by position size

Peak Planning Group, LLC 2.26% Luken Investment Analytics, LLC 3Y 0.38% ADAPT WEALTH ADVISORS, LLC 0.28% Rareview Capital LLC 0.26% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.22% Marks Group Wealth Management, Inc 3Y 0.11% ACCREDITED INVESTOR SERVICES, LLC 0.1% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.09% Fingerlakes Wealth Management, Inc. 3Y 0.09% MELFA WEALTH MANAGEMENT, INC. 3Y 0.07%

FAQ About Shaker Financial Services, LLC and EAD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Shaker Financial Services, LLC reported owning EAD?

Shaker Financial Services, LLC reported EAD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EAD position in Shaker Financial Services, LLC's portfolio?

The largest reported portfolio weight for EAD was 1.69% in 2024 Q4.

What is the latest reported EAD position on this page?

The most recent filing on this page is 2025 Q4, when Shaker Financial Services, LLC reported 586,829 shares, equal to 1.27% of portfolio, with an estimated market value of $4.0M.

What does the chart on this EAD ownership page compare?

The chart compares Shaker Financial Services, LLC's quarterly EAD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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