Position in USA
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$91,319
-$11,434 QoQ
Shares Held
16,454
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WealthShield Partners, LLC holds $3,059,003 across 9 Asset Management names. USA ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASGI |
abrdn Global Infrastructure Income Fund
|
42,746 | $955,800 | |
| 2 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
44,449 | $560,501 | |
| 3 | BTZ |
Blackrock Credit Allocation Income Trust
|
41,099 | $415,099 | |
| 4 | RMT |
Royce Micro-Cap Trust, Inc.
|
34,455 | $389,686 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
6,093 | $290,757 | |
| 6 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
9,196 | $245,257 | |
| 7 | USA |
Liberty All Star Equity Fund
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|
16,454 | $91,319 | |
| 8 | BGY |
BlackRock Enhanced International Dividend Trust
|
12,583 | $68,074 |
All Filings in USA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,319 | 16,454 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $102,753 | 16,362 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $103,735 | 16,362 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $109,518 | 16,082 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $173,077 | 26,424 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $99,711 | 14,347 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $101,863 | 14,347 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $99,558 | 14,641 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $96,274 | 13,465 | Shares | Sole | 2024-04-29 | |
| 2021-06-30 | $85,057 | 9,409 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $71,348 | 9,351 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $99,139 | 14,368 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $86,351 | 14,368 | Shares | Other | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||