Position in HQH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$219,338
New position
Shares Held
9,979
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#15
of 29 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 49%
Shared 0%
None 51%
Position in Asset Management
Financial Services · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $35,537,355 across 26 Asset Management names. HQH ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
1,086,189 | $12,284,797 | |
| 2 | TDF |
Templeton Dragon Fund Inc
|
329,251 | $3,585,543 | |
| 3 | BLK |
BlackRock, Inc.
|
3,427 | $3,295,266 | |
| 4 | HQL |
abrdn Life Sciences Investors
|
152,829 | $3,058,108 | |
| 5 | GGZ |
Gabelli Global Small & Mid Cap Value Trust
|
118,916 | $1,935,952 | |
| 6 | TYG |
Tortoise Energy Infrastructure Corp
|
43,329 | $1,857,514 | |
| 7 | PSEC |
Prospect Capital Corp
|
580,986 | $1,342,077 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
40,396 | $1,218,747 |
All Filings in HQH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,338 | 9,979 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||