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

Avior 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
Q2 		– Sell
-18,892
Closed -$129K – 714
2025
Q1 		$129K Buy
18,892
+4,849
+35% +$33.8K ﹤0.01% 688
2024
Q4 		$96.8K Buy
14,043
+548
+4% +$3.81K ﹤0.01% 911
2024
Q3 		$96.2K Buy
13,495
+4,977
+58% +$34.6K ﹤0.01% 901
2024
Q2 		$56.4K Buy
8,518
+2,148
+34% +$14.1K ﹤0.01% 1044
2024
Q1 		$42.3K Buy
+6,370
New +$42.3K ﹤0.01% 1291

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Avior Wealth Management's EAD Position: Q2 2025 in Review

Avior Wealth Management sold out of Allspring Income Opportunities Fund (EAD) in Q2 2025, closing a stake of 18,892 shares — an estimated $129K sold.

Avior Wealth Management first reported a position in EAD in Q1 2024 and held it in 5 quarters. The position peaked at $129K in Q1 2025. 77 funds tracked by Wall St. Rank hold EAD as of Q2 2025.

  • Avior Wealth Management reported no remaining Allspring Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 18,892 Allspring Income Opportunities Fund shares in Q2 2025, an estimated $129K.
  • Avior Wealth Management first reported a position in Allspring Income Opportunities Fund in Q1 2024 and held it in 5 quarters.
  • Avior Wealth Management's Allspring Income Opportunities Fund position peaked at $129K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.