Creative Planning - WELLS FARGO INCOME OPPORTUNI ownership

WELLS FARGO INCOME OPPORTUNI's ticker is EAD and the CUSIP is 94987B105. A total of 76 filers reported holding WELLS FARGO INCOME OPPORTUNI in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of WELLS FARGO INCOME OPPORTUNI
ValueSharesWeighting
Q3 2023$412,728
+20.0%
67,660
+55.9%
0.00%0.0%
Q3 2018$344,000
+1333.3%
43,412
+1463.8%
0.00%
Q2 2017$24,000
+26.3%
2,776
+23.4%
0.00%
Q1 2017$19,0000.0%2,250
+1.4%
0.00%
Q4 2016$19,000
+137.5%
2,220
+122.0%
0.00%
Q3 2016$8,000
-50.0%
1,000
-50.3%
0.00%
Q2 2016$16,000
-60.0%
2,012
-62.2%
0.00%
Q1 2016$40,000
+66.7%
5,322
+62.5%
0.00%
Q4 2015$24,000
+200.0%
3,276
+223.7%
0.00%
Q3 2015$8,000
-11.1%
1,012
-1.5%
0.00%
Q1 2015$9,000
-82.7%
1,027
-82.3%
0.00%
-100.0%
Q4 2014$52,000
+40.5%
5,815
+40.7%
0.00%
Q3 2014$37,000
-68.6%
4,133
-66.5%
0.00%
-100.0%
Q2 2014$118,000
-5.6%
12,333
-6.7%
0.00%0.0%
Q1 2014$125,000
+3.3%
13,2170.0%0.00%0.0%
Q4 2013$121,000
-13.6%
13,217
-14.8%
0.00%
-33.3%
Q3 2013$140,000
-3.4%
15,509
+1.0%
0.00%0.0%
Q2 2013$145,00015,3490.00%
Other shareholders
WELLS FARGO INCOME OPPORTUNI shareholders Q3 2023
NameSharesValueWeighting ↓
Bramshill Investments, LLC 3,312,209$30,340,0002.97%
GraniteShares Advisors LLC 290,682$2,662,0001.23%
Selway Asset Management 137,870$1,263,0000.60%
Shaker Financial Services, LLC 171,459$1,571,0000.56%
Penserra Capital Management LLC 1,443,251$13,220,0000.28%
SIT INVESTMENT ASSOCIATES INC 1,223,849$11,210,0000.26%
ROBINSON CAPITAL MANAGEMENT, LLC 42,058$383,0000.24%
Collaborative Wealth Managment Inc. 41,260$378,0000.21%
Claybrook Capital, LLC 46,050$422,0000.20%
Marks Group Wealth Management, Inc 162,945$1,493,0000.18%
View complete list of WELLS FARGO INCOME OPPORTUNI shareholders