E
LIEN

EntreWealth’s Chicago Atlantic BDC LIEN Stock Holding History

EntreWealth’s Portfolio LIEN Stock Details LIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$114K Buy
+12,148
New +$117K 0.04% 139

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return

EntreWealth's LIEN Position: Q2 2026 in Review

EntreWealth opened a new position in Chicago Atlantic BDC (LIEN) in Q2 2026: 12,148 shares worth $114K. The stake represents 0.04% of the portfolio and ranks #139 among its holdings.

48 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • EntreWealth held 12,148 shares of Chicago Atlantic BDC worth $114K as of Q2 2026.
  • Chicago Atlantic BDC was a new EntreWealth position in Q2 2026.
  • Chicago Atlantic BDC made up 0.04% of EntreWealth's portfolio in Q2 2026, its #139 holding.
  • 48 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on EntreWealth's 13F filing for Q2 2026, filed 14 Aug 2026.