BWA
EAD

BDO Wealth Advisors’s Allspring Income Opportunities Fund EAD Stock Holding History

BDO 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
2023
Q2 		– Sell
-1,353
Closed -$8.56K – 1005
2023
Q1 		$8.56K Buy
+1,353
New +$8.9K ﹤0.01% 732

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BDO Wealth Advisors's EAD Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Allspring Income Opportunities Fund (EAD) in Q2 2023, closing a stake of 1,353 shares — an estimated $8.56K sold.

BDO Wealth Advisors first reported a position in EAD in Q1 2023 and held it in 1 quarter. The position peaked at $8.56K in Q1 2023. 72 funds tracked by Wall St. Rank hold EAD as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Allspring Income Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,353 Allspring Income Opportunities Fund shares in Q2 2023, an estimated $8.56K.
  • BDO Wealth Advisors first reported a position in Allspring Income Opportunities Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's Allspring Income Opportunities Fund position peaked at $8.56K in Q1 2023.
  • 72 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.