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
Q2 		$715K Sell
109,947
-10,957
-9% -$71.6K 0.23% 49
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 $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Adapt Wealth Advisors's EAD Position: Q2 2026 in Review

Adapt Wealth Advisors reduced its Allspring Income Opportunities Fund (EAD) stake by 9.1% in Q2 2026, selling an estimated $71.6K and leaving 109,947 shares worth $715K. The position accounts for 0.23% of the portfolio, ranked #49.

Adapt Wealth Advisors first reported a position in EAD in Q3 2025 and has held it in 4 quarters since. The position peaked at $820K in Q4 2025. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • Adapt Wealth Advisors held 109,947 shares of Allspring Income Opportunities Fund worth $715K as of Q2 2026.
  • Adapt Wealth Advisors sold 10,957 Allspring Income Opportunities Fund shares in Q2 2026, an estimated $71.6K.
  • Allspring Income Opportunities Fund made up 0.23% of Adapt Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Adapt Wealth Advisors first reported a position in Allspring Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • Adapt Wealth Advisors's Allspring Income Opportunities Fund position peaked at $820K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.