Moors & Cabot’s Special Opportunities Fund SPE Stock Holding History

Moors & Cabot’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 Q3	$307K	Buy	+24,300	New	+$324K	0.01%	756

Other funds holding SPE

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Live Oak Private Wealth Wilmington, North Carolina $827M AUM 17.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

Moors & Cabot's SPE Position: Q3 2026 in Review

Moors & Cabot opened a new position in Special Opportunities Fund (SPE) in Q3 2026: 24,300 shares worth $307K. The stake represents 0.01% of the portfolio and ranks #756 among its holdings.

21 funds tracked by Wall St. Rank hold SPE as of Q3 2026.

Moors & Cabot held 24,300 shares of Special Opportunities Fund worth $307K as of Q3 2026.
Special Opportunities Fund was a new Moors & Cabot position in Q3 2026.
Special Opportunities Fund made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #756 holding.
21 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.