AF
EAD

Allworth Financial’s Allspring Income Opportunities Fund EAD Stock Holding History

Allworth Financial’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 		$104K Hold
16,000
– – ﹤0.01% 1814
2025
Q4 		$108K Hold
16,000
– – ﹤0.01% 1700
2025
Q3 		$112K Sell
16,000
-425
-3% -$3K ﹤0.01% 1619
2025
Q2 		$116K Buy
+16,425
New +$111K ﹤0.01% 1464
2023
Q4 		– Sell
-495
Closed -$3.02K – 3502
2023
Q3 		$3.02K Buy
+495
New +$3.13K ﹤0.01% 2350

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 $653B AUM 32.41% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B 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 $287M AUM 1.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return