HighTower Advisors’s Special Opportunities Fund SPE Stock Holding History

HighTower Advisors’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 Q1	–	Sell	-10,598	Closed	-$156K	–	3929
2025 Q4	$156K	Sell	10,598 -464	-4%	-$6.78K	﹤0.01%	3435
2025 Q3	$164K	Buy	+11,062	New	+$164K	﹤0.01%	3430
2024 Q4	–	Sell	-14,000	Closed	-$179K	–	4035
2024 Q3	$179K	Buy	14,000 +622	+5%	+$8.06K	﹤0.01%	3175
2024 Q2	$153K	Buy	13,378 +1,506	+13%	+$18.3K	﹤0.01%	3108
2024 Q1	$131K	Sell	11,872 -745	-6%	-$8.67K	﹤0.01%	3086
2023 Q4	$130K	Sell	12,617 -4,951	-28%	-$52.5K	﹤0.01%	3136
2023 Q3	$170K	Buy	+17,568	New	+$190K	﹤0.01%	2965

Other funds holding SPE

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

HighTower Advisors's SPE Position: Q1 2026 in Review

HighTower Advisors sold out of Special Opportunities Fund (SPE) in Q1 2026, closing a stake of 10,598 shares — an estimated $156K sold.

HighTower Advisors first reported a position in SPE in Q3 2023 and held it in 7 quarters. The position peaked at $179K in Q3 2024. 43 funds tracked by Wall St. Rank hold SPE as of Q1 2026.

HighTower Advisors reported no remaining Special Opportunities Fund position as of Q1 2026 after selling out during the quarter.
HighTower Advisors sold 10,598 Special Opportunities Fund shares in Q1 2026, an estimated $156K.
HighTower Advisors first reported a position in Special Opportunities Fund in Q3 2023 and held it in 7 quarters.
HighTower Advisors's Special Opportunities Fund position peaked at $179K in Q3 2024.
43 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.