AAS
EAD

Ameritas Advisory Services’s Allspring Income Opportunities Fund EAD Stock Holding History

Ameritas Advisory 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
2025
Q3 		– Sell
-60
Closed -$424 – 2332
2025
Q2 		$424 Buy
+60
New +$404 ﹤0.01% 2713
2023
Q2 		– Sell
-60
Closed -$385 – 1062
2023
Q1 		$385 Buy
+60
New +$395 ﹤0.01% 2670

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $319M AUM 3.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameritas Advisory Services's EAD Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Allspring Income Opportunities Fund (EAD) in Q3 2025, closing a stake of 60 shares — an estimated $424 sold.

Ameritas Advisory Services first reported a position in EAD in Q1 2023 and held it in 2 quarters. The position peaked at $424 in Q2 2025. 81 funds tracked by Wall St. Rank hold EAD as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Allspring Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 60 Allspring Income Opportunities Fund shares in Q3 2025, an estimated $424.
  • Ameritas Advisory Services first reported a position in Allspring Income Opportunities Fund in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Allspring Income Opportunities Fund position peaked at $424 in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.