AA
EAD

Addison Advisors’s Allspring Income Opportunities Fund EAD Stock Holding History

Addison 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
2022
Q1 		– Sell
-2,179
Closed -$20K – 723
2021
Q4 		$20K Hold
2,179
– – 0.01% 337
2021
Q3 		$19K Hold
2,179
– – 0.02% 262
2021
Q2 		$19K Buy
+2,179
New +$18.8K 0.02% 260

Other funds holding EAD

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Addison Advisors's EAD Position: Q1 2022 in Review

Addison Advisors sold out of Allspring Income Opportunities Fund (EAD) in Q1 2022, closing a stake of 2,179 shares — an estimated $20K sold.

Addison Advisors first reported a position in EAD in Q2 2021 and held it in 3 quarters. The position peaked at $20K in Q4 2021. 74 funds tracked by Wall St. Rank hold EAD as of Q1 2022.

  • Addison Advisors reported no remaining Allspring Income Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Addison Advisors sold 2,179 Allspring Income Opportunities Fund shares in Q1 2022, an estimated $20K.
  • Addison Advisors first reported a position in Allspring Income Opportunities Fund in Q2 2021 and held it in 3 quarters.
  • Addison Advisors's Allspring Income Opportunities Fund position peaked at $20K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2022.

Based on Addison Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.