AWM
ERC

Avior Wealth Management’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Avior Wealth Management’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,794
Closed -$118K – 718
2025
Q1 		$118K Buy
12,794
+1,857
+17% +$17.2K ﹤0.01% 689
2024
Q4 		$101K Buy
10,937
+4,496
+70% +$41.1K ﹤0.01% 894
2024
Q3 		$61.7K Buy
6,441
+5,607
+672% +$51.8K ﹤0.01% 1043
2024
Q2 		$7.49K Hold
834
– – ﹤0.01% 1596
2024
Q1 		$7.78K Hold
834
– – ﹤0.01% 1946
2023
Q4 		$7.87K Hold
834
– – ﹤0.01% 1031
2023
Q3 		$7.59K Buy
+834
New +$7.88K ﹤0.01% 1084

Other funds holding ERC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

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

Avior Wealth Management sold out of Allspring Multi-Sector Income Fund (ERC) in Q2 2025, closing a stake of 12,794 shares — an estimated $118K sold.

Avior Wealth Management first reported a position in ERC in Q3 2023 and held it in 7 quarters. The position peaked at $118K in Q1 2025. 61 funds tracked by Wall St. Rank hold ERC as of Q2 2025.

  • Avior Wealth Management reported no remaining Allspring Multi-Sector Income Fund position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 12,794 Allspring Multi-Sector Income Fund shares in Q2 2025, an estimated $118K.
  • Avior Wealth Management first reported a position in Allspring Multi-Sector Income Fund in Q3 2023 and held it in 7 quarters.
  • Avior Wealth Management's Allspring Multi-Sector Income Fund position peaked at $118K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q2 2025.

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