AE Wealth Management LLC - WELLS FARGO INCOME OPPORTUNI ownership

WELLS FARGO INCOME OPPORTUNI's ticker is EAD and the CUSIP is 94987B105. A total of 80 filers reported holding WELLS FARGO INCOME OPPORTUNI in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of WELLS FARGO INCOME OPPORTUNI
ValueSharesWeighting
Q2 2023$83,902
-56.0%
13,008
-56.8%
0.00%0.0%
Q1 2023$190,824
-22.7%
30,146
-22.0%
0.00%
-50.0%
Q4 2022$246,954
-19.0%
38,647
-21.4%
0.00%0.0%
Q3 2022$305,000
-10.3%
49,174
-6.0%
0.00%
-33.3%
Q2 2022$340,000
-17.9%
52,314
-0.2%
0.00%0.0%
Q1 2022$414,000
-0.7%
52,422
+15.2%
0.00%0.0%
Q4 2021$417,000
+9.7%
45,520
+5.4%
0.00%0.0%
Q3 2021$380,000
+62.4%
43,184
+62.1%
0.00%
+50.0%
Q2 2021$234,000
+57.0%
26,645
+51.1%
0.00%0.0%
Q1 2021$149,00017,6390.00%
Other shareholders
WELLS FARGO INCOME OPPORTUNI shareholders Q1 2021
NameSharesValueWeighting ↓
Trust Asset Management LLC 2,595,773$22,713,0008.27%
Selway Asset Management 231,489$2,026,0001.17%
Shaker Financial Services, LLC 182,026$1,593,0000.84%
ROBINSON CAPITAL MANAGEMENT, LLC 193,809$1,696,0000.76%
Vident Investment Advisory, LLC 939,714$8,222,0000.44%
RIVERNORTH CAPITAL MANAGEMENT, LLC 615,405$5,336,0000.44%
DOLIVER ADVISORS, LP 57,148$500,0000.22%
Edge Wealth Management LLC 42,661$371,0000.11%
HUNTINGTON NATIONAL BANK 704,551$6,165,0000.10%
Sonora Investment Management, LLC 57,573$503,764,0000.09%
View complete list of WELLS FARGO INCOME OPPORTUNI shareholders