AAS
ERH

Avantax Advisory Services’s Allspring Utilities & High Income Fund ERH Stock Holding History

Avantax Advisory Services’s Portfolio ERH Stock Details ERH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$248K Buy
21,508
+480
+2% +$5.29K ﹤0.01% 2057
2025
Q1 		$232K Buy
+21,028
New +$231K ﹤0.01% 2012

Other funds holding ERH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Avantax Advisory Services's ERH Position: Q2 2025 in Review

Avantax Advisory Services increased its Allspring Utilities & High Income Fund (ERH) stake by 2.3% in Q2 2025, buying an estimated $5.29K and bringing the position to 21,508 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Avantax Advisory Services first reported a position in ERH in Q1 2025 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold ERH as of Q2 2025.

  • Avantax Advisory Services held 21,508 shares of Allspring Utilities & High Income Fund worth $248K as of Q2 2025.
  • Avantax Advisory Services bought 480 Allspring Utilities & High Income Fund shares in Q2 2025, an estimated $5.29K.
  • Allspring Utilities & High Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2057 holding.
  • Avantax Advisory Services first reported a position in Allspring Utilities & High Income Fund in Q1 2025 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Allspring Utilities & High Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.