AIP
EAD

Ahrens Investment Partners’s Allspring Income Opportunities Fund EAD Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$5.06K Buy
+800
New +$5.26K ﹤0.01% 758
2022
Q3 		– Sell
-800
Closed -$5K – 368
2022
Q2 		$5K Hold
800
– – ﹤0.01% 765
2022
Q1 		$6K Hold
800
– – ﹤0.01% 820
2021
Q4 		$7K Buy
+800
New +$7.08K ﹤0.01% 812

Other funds holding EAD

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ahrens Investment Partners's EAD Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Allspring Income Opportunities Fund (EAD) in Q1 2023: 800 shares worth $5.06K. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in EAD as recently as Q2 2022.

Ahrens Investment Partners first reported a position in EAD in Q4 2021 and has held it in 4 quarters since. The position peaked at $7K in Q4 2021. 77 funds tracked by Wall St. Rank hold EAD as of Q1 2023.

  • Ahrens Investment Partners held 800 shares of Allspring Income Opportunities Fund worth $5.06K as of Q1 2023.
  • Allspring Income Opportunities Fund was a new Ahrens Investment Partners position in Q1 2023.
  • Allspring Income Opportunities Fund made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #758 holding.
  • Ahrens Investment Partners first reported a position in Allspring Income Opportunities Fund in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Allspring Income Opportunities Fund position peaked at $7K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.