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
Q2 		– Sell
-10,737
Closed -$100K – 1376
2026
Q1 		$100K Buy
+10,737
New +$109K ﹤0.01% 1198

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return

Wedbush Securities's LIEN Position: Q2 2026 in Review

Wedbush Securities sold out of Chicago Atlantic BDC (LIEN) in Q2 2026, closing a stake of 10,737 shares — an estimated $100K sold.

Wedbush Securities first reported a position in LIEN in Q1 2026 and held it in 1 quarter. The position peaked at $100K in Q1 2026. 48 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • Wedbush Securities reported no remaining Chicago Atlantic BDC position as of Q2 2026 after selling out during the quarter.
  • Wedbush Securities sold 10,737 Chicago Atlantic BDC shares in Q2 2026, an estimated $100K.
  • Wedbush Securities first reported a position in Chicago Atlantic BDC in Q1 2026 and held it in 1 quarter.
  • Wedbush Securities's Chicago Atlantic BDC position peaked at $100K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.