BRWA
EAD

B. Riley Wealth Advisors’s Allspring Income Opportunities Fund EAD Stock Holding History

B. Riley Wealth Advisors’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
2022
Q1 		– Sell
-16,053
Closed -$148K – 1420
2021
Q4 		$148K Sell
16,053
-2,069
-11% -$18.3K ﹤0.01% 1308
2021
Q3 		$160K Buy
18,122
+3
+0% +$27 0.01% 1274
2021
Q2 		$160K Buy
18,119
+4,026
+29% +$34.8K 0.01% 1255
2021
Q1 		$119K Buy
+14,093
New +$116K ﹤0.01% 1275
2015
Q1 		– Sell
-3,700
Closed -$33 – 936
2014
Q4 		$33 Buy
+3,700
New +$33K ﹤0.01% 2304
2014
Q3 		– Sell
-6,862
Closed -$65.6K – 961
2014
Q2 		$65.6K Buy
6,862
+737
+12% +$7.01K 0.02% 904
2014
Q1 		$58K Hold
6,125
– – 0.02% 719
2013
Q4 		$56K Hold
6,125
– – 0.02% 651
2013
Q3 		$55K Sell
6,125
-500
-8% -$4.48K 0.02% 633
2013
Q2 		$63K Buy
+6,625
New +$66.1K 0.02% 638

Other funds holding EAD

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

B. Riley Wealth Advisors's EAD Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Allspring Income Opportunities Fund (EAD) in Q1 2022, closing a stake of 16,053 shares — an estimated $148K sold.

B. Riley Wealth Advisors first reported a position in EAD in Q2 2013 and held it in 10 quarters. The position peaked at $160K in Q3 2021. 74 funds tracked by Wall St. Rank hold EAD as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Allspring Income Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,053 Allspring Income Opportunities Fund shares in Q1 2022, an estimated $148K.
  • B. Riley Wealth Advisors first reported a position in Allspring Income Opportunities Fund in Q2 2013 and held it in 10 quarters.
  • B. Riley Wealth Advisors's Allspring Income Opportunities Fund position peaked at $160K in Q3 2021.
  • 74 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.