AAP
EAD

Arax Advisory Partners’s Allspring Income Opportunities Fund EAD Stock Holding History

Arax Advisory 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
2026
Q2 		$13K Buy
2,000
+1,000
+100% +$6.54K ﹤0.01% 4211
2026
Q1 		$6.48K Hold
1,000
– – ﹤0.01% 2667
2025
Q4 		$6.78K Sell
1,000
-1,000
-50% -$6.86K ﹤0.01% 2686
2025
Q3 		$14K Buy
+2,000
New +$14.1K ﹤0.01% 2446

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

Arax Advisory Partners's EAD Position: Q2 2026 in Review

Arax Advisory Partners increased its Allspring Income Opportunities Fund (EAD) stake by 100% in Q2 2026, buying an estimated $6.54K and bringing the position to 2,000 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #4211.

Arax Advisory Partners first reported a position in EAD in Q3 2025 and has held it in 4 quarters since. The position peaked at $14K in Q3 2025. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • Arax Advisory Partners held 2,000 shares of Allspring Income Opportunities Fund worth $13K as of Q2 2026.
  • Arax Advisory Partners bought 1,000 Allspring Income Opportunities Fund shares in Q2 2026, an estimated $6.54K.
  • Allspring Income Opportunities Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4211 holding.
  • Arax Advisory Partners first reported a position in Allspring Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • Arax Advisory Partners's Allspring Income Opportunities Fund position peaked at $14K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.