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SPE

NewEdge Advisors’s Special Opportunities Fund SPE Stock Holding History

NewEdge 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 		$31.1K Buy
2,262
+100
+5% +$1.46K ﹤0.01% 3067
2025
Q4 		$31.8K Sell
2,162
-101
-4% -$1.48K ﹤0.01% 3110
2025
Q3 		$33.5K Hold
2,263
– – ﹤0.01% 2954
2025
Q2 		$33.5K Hold
2,263
– – ﹤0.01% 2787
2025
Q1 		$32.5K Hold
2,263
– – ﹤0.01% 2691
2024
Q4 		$31.6K Sell
2,263
-13,818
-86% -$195K ﹤0.01% 2674
2024
Q3 		$214K Buy
16,081
+1,317
+9% +$17.1K ﹤0.01% 1978
2024
Q2 		$184K Buy
14,764
+3,040
+26% +$37K ﹤0.01% 1942
2024
Q1 		$142K Buy
11,724
+419
+4% +$4.88K ﹤0.01% 1945
2023
Q4 		$129K Buy
11,305
+837
+8% +$8.88K ﹤0.01% 1862
2023
Q3 		$109K Sell
10,468
-5,967
-36% -$64.6K ﹤0.01% 1803
2023
Q2 		$176K Sell
16,435
-942
-5% -$9.87K ﹤0.01% 1679
2023
Q1 		$180K Buy
17,377
+2,094
+14% +$22.8K ﹤0.01% 1572
2022
Q4 		$166K Buy
15,283
+1,047
+7% +$11.7K ﹤0.01% 1247
2022
Q3 		$151K Buy
14,236
+1,933
+16% +$23.4K ﹤0.01% 1396
2022
Q2 		$145K Buy
+12,303
New +$159K ﹤0.01% 1440

Other funds holding SPE

Focus Partners Wealth
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
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
SC
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
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

NewEdge Advisors's SPE Position: Q1 2026 in Review

NewEdge Advisors increased its Special Opportunities Fund (SPE) stake by 4.6% in Q1 2026, buying an estimated $1.46K and bringing the position to 2,262 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3067.

NewEdge Advisors first reported a position in SPE in Q2 2022 and has held it in 16 quarters since. The position peaked at $214K in Q3 2024. 43 funds tracked by Wall St. Rank hold SPE as of Q1 2026.

  • NewEdge Advisors held 2,262 shares of Special Opportunities Fund worth $31.1K as of Q1 2026.
  • NewEdge Advisors bought 100 Special Opportunities Fund shares in Q1 2026, an estimated $1.46K.
  • Special Opportunities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3067 holding.
  • NewEdge Advisors first reported a position in Special Opportunities Fund in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Advisors's Special Opportunities Fund position peaked at $214K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.