AWM
EAD

Apollon Wealth Management’s Allspring Income Opportunities Fund EAD Stock Holding History

Apollon Wealth Management’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
Q4 		– Sell
-11,950
Closed -$83.8K – 1331
2025
Q3 		$83.8K Hold
11,950
– – ﹤0.01% 1276
2025
Q2 		$84.4K Hold
11,950
– – ﹤0.01% 1227
2025
Q1 		$81.7K Hold
11,950
– – ﹤0.01% 1158
2024
Q4 		$82.3K Buy
+11,950
New +$83.1K ﹤0.01% 1143

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apollon Wealth Management's EAD Position: Q4 2025 in Review

Apollon Wealth Management sold out of Allspring Income Opportunities Fund (EAD) in Q4 2025, closing a stake of 11,950 shares — an estimated $83.8K sold.

Apollon Wealth Management first reported a position in EAD in Q4 2024 and held it in 4 quarters. The position peaked at $84.4K in Q2 2025. 85 funds tracked by Wall St. Rank hold EAD as of Q4 2025.

  • Apollon Wealth Management reported no remaining Allspring Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 11,950 Allspring Income Opportunities Fund shares in Q4 2025, an estimated $83.8K.
  • Apollon Wealth Management first reported a position in Allspring Income Opportunities Fund in Q4 2024 and held it in 4 quarters.
  • Apollon Wealth Management's Allspring Income Opportunities Fund position peaked at $84.4K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2025.

Based on Apollon Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.