KIM
WEL

Karpus Investment Management’s Integrated Wellness Acquisition Corp WEL Stock Holding History

Karpus Investment Management’s Portfolio WEL Stock Details WEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-65,225
Closed -$783K – 223
2024
Q4 		$783K Hold
65,225
– – 0.02% 185
2024
Q3 		$769K Hold
65,225
– – 0.02% 191
2024
Q2 		$755K Hold
65,225
– – 0.02% 197
2024
Q1 		$741K Hold
65,225
– – 0.02% 204
2023
Q4 		$732K Sell
65,225
-21,500
-25% -$238K 0.02% 208
2023
Q3 		$951K Sell
86,725
-15,600
-15% -$169K 0.03% 213
2023
Q2 		$1.1M Sell
102,325
-21,200
-17% -$226K 0.03% 225
2023
Q1 		$1.3M Hold
123,525
– – 0.04% 241
2022
Q4 		$1.27M Sell
123,525
-298,409
-71% -$3.04M 0.04% 266
2022
Q3 		$4.27M Sell
421,934
-26,286
-6% -$264K 0.15% 154
2022
Q2 		$4.47M Hold
448,220
– – 0.15% 149
2022
Q1 		$4.47M Buy
+448,220
New +$4.44M 0.14% 155

Other funds holding WEL

CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return

Karpus Investment Management's WEL Position: Q1 2025 in Review

Karpus Investment Management sold out of Integrated Wellness Acquisition Corp (WEL) in Q1 2025, closing a stake of 65,225 shares — an estimated $783K sold.

Karpus Investment Management first reported a position in WEL in Q1 2022 and held it in 12 quarters. The position peaked at $4.47M in Q2 2022. 1 fund tracked by Wall St. Rank holds WEL as of Q1 2025.

  • Karpus Investment Management reported no remaining Integrated Wellness Acquisition Corp position as of Q1 2025 after selling out during the quarter.
  • Karpus Investment Management sold 65,225 Integrated Wellness Acquisition Corp shares in Q1 2025, an estimated $783K.
  • Karpus Investment Management first reported a position in Integrated Wellness Acquisition Corp in Q1 2022 and held it in 12 quarters.
  • Karpus Investment Management's Integrated Wellness Acquisition Corp position peaked at $4.47M in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Integrated Wellness Acquisition Corp as of Q1 2025.

Based on Karpus Investment Management's 13F filing for Q1 2025, filed 14 May 2025.