BRWM
EAD

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

B. Riley 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
2022
Q2 		$138 Buy
21,300
+700
+3% +$5.06K ﹤0.01% 691
2022
Q1 		$163K Buy
20,600
+1,000
+5% +$8.13K 0.01% 572
2021
Q4 		$180K Buy
19,600
+1,000
+5% +$8.85K 0.01% 597
2021
Q3 		$164K Buy
18,600
+2,700
+17% +$24.1K 0.01% 587
2021
Q2 		$140K Hold
15,900
– – 0.02% 401
2021
Q1 		$134K Buy
+15,900
New +$131K 0.02% 408
2020
Q4 		– Sell
-18,900
Closed -$138K – 414
2020
Q3 		$138K Buy
+18,900
New +$140K 0.02% 387
2020
Q2 		– Sell
-17,400
Closed -$111K – 458
2020
Q1 		$111K Buy
17,400
+1,500
+9% +$11.7K 0.01% 474
2019
Q4 		$134K Buy
15,900
+646
+4% +$5.35K 0.02% 380
2019
Q3 		$126K Buy
15,254
+419
+3% +$3.44K 0.02% 366
2019
Q2 		$122 Buy
+14,835
New +$119K 0.02% 374
2018
Q4 		– Sell
-11,332
Closed -$90K – 361
2018
Q3 		$90K Buy
+11,332
New +$90.5K 0.02% 308
2015
Q3 		– Sell
-4,500
Closed -$37K – 298
2015
Q2 		$37K Hold
4,500
– – 0.03% 478
2015
Q1 		$39K Buy
4,500
+3,000
+200% +$26.6K 0.03% 447
2014
Q4 		$13K Hold
1,500
– – 0.01% 678
2014
Q3 		$13K Hold
1,500
– – 0.01% 709
2014
Q2 		$14K Hold
1,500
– – 0.01% 744
2014
Q1 		$14K Buy
+1,500
New +$13.9K 0.01% 692

Other funds holding EAD

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

B. Riley Wealth Management's EAD Position: Q2 2022 in Review

B. Riley Wealth Management increased its Allspring Income Opportunities Fund (EAD) stake by 3.4% in Q2 2022, buying an estimated $5.06K and bringing the position to 21,300 shares worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #691.

B. Riley Wealth Management first reported a position in EAD in Q1 2014 and has held it in 18 quarters since. The position peaked at $180K in Q4 2021. 80 funds tracked by Wall St. Rank hold EAD as of Q2 2022.

  • B. Riley Wealth Management held 21,300 shares of Allspring Income Opportunities Fund worth $138 as of Q2 2022.
  • B. Riley Wealth Management bought 700 Allspring Income Opportunities Fund shares in Q2 2022, an estimated $5.06K.
  • Allspring Income Opportunities Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #691 holding.
  • B. Riley Wealth Management first reported a position in Allspring Income Opportunities Fund in Q1 2014 and has held it in 18 quarters since.
  • B. Riley Wealth Management's Allspring Income Opportunities Fund position peaked at $180K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.