HWP
SPE

Highline Wealth Partners’s Special Opportunities Fund SPE Stock Holding History

Highline Wealth Partners’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.77K Hold
206
– – ﹤0.01% 1102
2026
Q1 		$2.83K Buy
206
+6
+3% +$88 ﹤0.01% 936
2025
Q4 		$2.94K Sell
200
-9
-4% -$132 ﹤0.01% 750
2025
Q3 		$3.1K Buy
+209
New +$3.1K ﹤0.01% 733

Other funds holding SPE

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

Highline Wealth Partners's SPE Position: Q2 2026 in Review

Highline Wealth Partners held its Special Opportunities Fund (SPE) position steady in Q2 2026 at 206 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Highline Wealth Partners first reported a position in SPE in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.1K in Q3 2025. 5 funds tracked by Wall St. Rank hold SPE as of Q2 2026.

  • Highline Wealth Partners held 206 shares of Special Opportunities Fund worth $2.77K as of Q2 2026.
  • Highline Wealth Partners left its Special Opportunities Fund share count unchanged in Q2 2026.
  • Special Opportunities Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1102 holding.
  • Highline Wealth Partners first reported a position in Special Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Special Opportunities Fund position peaked at $3.1K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.