AIS
EAD

Advocate Investing Services’s Allspring Income Opportunities Fund EAD Stock Holding History

Advocate Investing 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
Q2 		$7 Hold
1
– – ﹤0.01% 459
2026
Q1 		$6 Hold
1
– – ﹤0.01% 446
2025
Q4 		$7 Buy
+1
New +$7 ﹤0.01% 450

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

Advocate Investing Services's EAD Position: Q2 2026 in Review

Advocate Investing Services held its Allspring Income Opportunities Fund (EAD) position steady in Q2 2026 at 1 share worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Advocate Investing Services first reported a position in EAD in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • Advocate Investing Services held 1 share of Allspring Income Opportunities Fund worth $7 as of Q2 2026.
  • Advocate Investing Services left its Allspring Income Opportunities Fund share count unchanged in Q2 2026.
  • Allspring Income Opportunities Fund made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #459 holding.
  • Advocate Investing Services first reported a position in Allspring Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.