Collaborative Wealth Managment Inc. - WELLS FARGO INCOME OPPORTUNI ownership

WELLS FARGO INCOME OPPORTUNI's ticker is EAD and the CUSIP is 94987B105. A total of 75 filers reported holding WELLS FARGO INCOME OPPORTUNI in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of WELLS FARGO INCOME OPPORTUNI
ValueSharesWeighting
Q3 2023$212,310
-6.8%
34,805
-1.4%
0.13%
-5.9%
Q2 2023$227,717
+1.7%
35,305
-0.1%
0.14%
-4.3%
Q1 2023$223,803
-2.4%
35,356
-1.5%
0.14%
-6.6%
Q4 2022$229,415
-1.1%
35,902
-3.9%
0.15%
-7.9%
Q3 2022$232,000
-9.0%
37,364
-5.0%
0.16%
-1.8%
Q2 2022$255,000
-32.5%
39,325
-4.7%
0.17%
-19.3%
Q4 2021$378,000
+21.9%
41,260
+5.0%
0.21%
+15.6%
Q1 2021$310,00039,2910.18%
Other shareholders
WELLS FARGO INCOME OPPORTUNI shareholders Q1 2022
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 576,601$3,543,4301.65%
Bramshill Investments, LLC 1,970,295$12,018,8001.40%
Luken Investment Analytics, LLC 175,594$1,071,1230.62%
Eschler Asset Management LLP 44,000$268,4000.31%
Selway Asset Management 101,740$620,6140.29%
Claybrook Capital, LLC 56,161$342,5820.20%
Logan Stone Capital, LLC 84,564$515,8400.14%
INTEGRATED CAPITAL MANAGEMENT, INC. 25,480$155,4270.14%
AQR Arbitrage LLC 478,611$2,919,5270.13%
Marks Group Wealth Management, Inc 167,759$1,023,3300.13%
View complete list of WELLS FARGO INCOME OPPORTUNI shareholders