CIK 1542287
Annex Advisory Services, LLC
Institutional 13F holdings & portfolio
Holdings
357
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 351–357 of 357
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KMI | KINDER MORGAN INC DEL | 7K | $100K–$500K | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 15K | $100K–$500K | SH |
| QYLD | GLOBAL X FDS | 11K | $100K–$500K | SH |
| TRIN | TRINITY CAP INC | 12K | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD INC | 14K | $100K–$500K | SH |
| NUV | NUVEEN MUN VALUE FD INC | 12K | $100K–$500K | SH |
| UP | WHEELS UP EXPERIENCE INC | 18K | $1K–$15K | SH |