WS
LIEN

Wedbush Securities’s Chicago Atlantic BDC LIEN Stock Holding History

Wedbush Securities’s Portfolio LIEN Stock Details LIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$100K Buy
+10,737
New +$109K ﹤0.01% 1198

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM

Wedbush Securities's LIEN Position: Q1 2026 in Review

Wedbush Securities opened a new position in Chicago Atlantic BDC (LIEN) in Q1 2026: 10,737 shares worth $100K. The stake represents ﹤0.01% of the portfolio and ranks #1198 among its holdings.

42 funds tracked by Wall St. Rank hold LIEN as of Q1 2026.

  • Wedbush Securities held 10,737 shares of Chicago Atlantic BDC worth $100K as of Q1 2026.
  • Chicago Atlantic BDC was a new Wedbush Securities position in Q1 2026.
  • Chicago Atlantic BDC made up ﹤0.01% of Wedbush Securities's portfolio in Q1 2026, its #1198 holding.
  • 42 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.