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
Q2 		$104K Hold
16,000
– – ﹤0.01% 1915
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 $1.89T 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

Allworth Financial's EAD Position: Q2 2026 in Review

Allworth Financial held its Allspring Income Opportunities Fund (EAD) position steady in Q2 2026 at 16,000 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Allworth Financial first reported a position in EAD in Q3 2023 and has held it in 6 quarters since. The position peaked at $116K in Q2 2025. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • Allworth Financial held 16,000 shares of Allspring Income Opportunities Fund worth $104K as of Q2 2026.
  • Allworth Financial left its Allspring Income Opportunities Fund share count unchanged in Q2 2026.
  • Allspring Income Opportunities Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1915 holding.
  • Allworth Financial first reported a position in Allspring Income Opportunities Fund in Q3 2023 and has held it in 6 quarters since.
  • Allworth Financial's Allspring Income Opportunities Fund position peaked at $116K in Q2 2025.
  • 99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.