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

Principle 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 Q3	$126K	Buy	+10,000	New	+$133K	0.01%	402

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

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

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Principle Wealth Partners's SPE Position: Q3 2026 in Review

Principle Wealth Partners opened a new position in Special Opportunities Fund (SPE) in Q3 2026: 10,000 shares worth $126K. The stake represents 0.01% of the portfolio and ranks #402 among its holdings.

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

Principle Wealth Partners held 10,000 shares of Special Opportunities Fund worth $126K as of Q3 2026.
Special Opportunities Fund was a new Principle Wealth Partners position in Q3 2026.
Special Opportunities Fund made up 0.01% of Principle Wealth Partners's portfolio in Q3 2026, its #402 holding.
17 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.