Benjamin Edwards Inc’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Benjamin Edwards Inc’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
2026 Q1	$597K	Sell	66,251 -118	-0.2%	-$1.09K	0.01%	930
2025 Q4	$617K	Sell	66,369 -10,601	-14%	-$99.7K	0.01%	878
2025 Q3	$737K	Sell	76,970 -8,884	-10%	-$84.2K	0.01%	797
2025 Q2	$811K	Sell	85,854 -30,070	-26%	-$276K	0.01%	696
2025 Q1	$1.07M	Sell	115,924 -14,722	-11%	-$136K	0.01%	560
2024 Q4	$1.2M	Sell	130,646 -18,779	-13%	-$172K	0.02%	554
2024 Q3	$1.43M	Buy	+149,425	New	+$1.38M	0.02%	505

Other funds holding ERC

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Benjamin Edwards Inc's ERC Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Allspring Multi-Sector Income Fund (ERC) stake by 0.18% in Q1 2026, selling an estimated $1.09K and leaving 66,251 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #930.

Benjamin Edwards Inc first reported a position in ERC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q3 2024. 72 funds tracked by Wall St. Rank hold ERC as of Q1 2026.

Benjamin Edwards Inc held 66,251 shares of Allspring Multi-Sector Income Fund worth $597K as of Q1 2026.
Benjamin Edwards Inc sold 118 Allspring Multi-Sector Income Fund shares in Q1 2026, an estimated $1.09K.
Allspring Multi-Sector Income Fund made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #930 holding.
Benjamin Edwards Inc first reported a position in Allspring Multi-Sector Income Fund in Q3 2024 and has held it in 7 quarters since.
Benjamin Edwards Inc's Allspring Multi-Sector Income Fund position peaked at $1.43M in Q3 2024.
72 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.