AWA
EAD

Adapt Wealth Advisors’s Allspring Income Opportunities Fund EAD Stock Holding History

Adapt Wealth Advisors’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 		$783K Hold
120,904
– – 0.28% 48
2025
Q4 		$820K Buy
120,904
+12,659
+12% +$86.8K 0.28% 49
2025
Q3 		$759K Buy
+108,245
New +$765K 0.28% 52

Other funds holding EAD

Morgan Stanley
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Adapt Wealth Advisors's EAD Position: Q1 2026 in Review

Adapt Wealth Advisors held its Allspring Income Opportunities Fund (EAD) position steady in Q1 2026 at 120,904 shares worth $783K. The position accounts for 0.28% of the portfolio, ranked #48.

Adapt Wealth Advisors first reported a position in EAD in Q3 2025 and has held it in 3 quarters since. The position peaked at $820K in Q4 2025. 92 funds tracked by Wall St. Rank hold EAD as of Q1 2026.

  • Adapt Wealth Advisors held 120,904 shares of Allspring Income Opportunities Fund worth $783K as of Q1 2026.
  • Adapt Wealth Advisors left its Allspring Income Opportunities Fund share count unchanged in Q1 2026.
  • Allspring Income Opportunities Fund made up 0.28% of Adapt Wealth Advisors's portfolio in Q1 2026, its #48 holding.
  • Adapt Wealth Advisors first reported a position in Allspring Income Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
  • Adapt Wealth Advisors's Allspring Income Opportunities Fund position peaked at $820K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.