Accredited Investor Services’s Allspring Income Opportunities Fund EAD Stock Holding History

Accredited Investor Services’s Portfolio EAD Stock Details EAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$137K	Sell	21,116 -1,102	-5%	-$7.43K	0.09%	67
2025 Q4	$151K	Sell	22,218 -417	-2%	-$2.86K	0.1%	65
2025 Q3	$159K	Sell	22,635 -891	-4%	-$6.3K	0.11%	64
2025 Q2	$166K	Buy	23,526 +189	+0.8%	+$1.27K	0.13%	58
2025 Q1	$160K	Buy	+23,337	New	+$163K	0.13%	60

Other funds holding EAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PPG

Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Accredited Investor Services's EAD Position: Q1 2026 in Review

Accredited Investor Services reduced its Allspring Income Opportunities Fund (EAD) stake by 5% in Q1 2026, selling an estimated $7.43K and leaving 21,116 shares worth $137K. The position accounts for 0.09% of the portfolio, ranked #67.

Accredited Investor Services first reported a position in EAD in Q1 2025 and has held it in 5 quarters since. The position peaked at $166K in Q2 2025. 92 funds tracked by Wall St. Rank hold EAD as of Q1 2026.

Accredited Investor Services held 21,116 shares of Allspring Income Opportunities Fund worth $137K as of Q1 2026.
Accredited Investor Services sold 1,102 Allspring Income Opportunities Fund shares in Q1 2026, an estimated $7.43K.
Allspring Income Opportunities Fund made up 0.09% of Accredited Investor Services's portfolio in Q1 2026, its #67 holding.
Accredited Investor Services first reported a position in Allspring Income Opportunities Fund in Q1 2025 and has held it in 5 quarters since.
Accredited Investor Services's Allspring Income Opportunities Fund position peaked at $166K in Q2 2025.
92 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2026.

Based on Accredited Investor Services's 13F filing for Q1 2026, filed 21 Apr 2026.