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 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
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 Q3 2023
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,023,178$15,983,0002.21%
GraniteShares Advisors LLC 318,976$2,519,0001.37%
Shaker Financial Services, LLC 238,962$1,888,0000.71%
Selway Asset Management 137,870$1,089,0000.53%
SIT INVESTMENT ASSOCIATES INC 1,281,075$10,120,0000.27%
Penserra Capital Management LLC 1,404,307$11,094,0000.26%
Claybrook Capital, LLC 56,161$444,0000.22%
Marks Group Wealth Management, Inc 162,945$1,287,0000.16%
INTEGRATED CAPITAL MANAGEMENT, INC. 22,387$178,0000.15%
ROBINSON CAPITAL MANAGEMENT, LLC 18,210$145,0000.10%
View complete list of WELLS FARGO INCOME OPPORTUNI shareholders