Cambridge Investment Research Advisors
ERH

Cambridge Investment Research Advisors’s Allspring Utilities & High Income Fund ERH Stock Holding History

Cambridge Investment Research Advisors’s Portfolio ERH Stock Details ERH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Buy
18,389
+4,173
+29% +$50.6K ﹤0.01% 3729
2026
Q1 		$172K Buy
14,216
+368
+3% +$4.45K ﹤0.01% 3712
2025
Q4 		$164K Buy
13,848
+1,814
+15% +$22.5K ﹤0.01% 3619
2025
Q3 		$149K Buy
+12,034
New +$143K ﹤0.01% 3548
2023
Q4 		– Sell
-16,202
Closed -$142K – 3226
2023
Q3 		$142K Sell
16,202
-4,720
-23% -$46.6K ﹤0.01% 2902
2023
Q2 		$212K Sell
20,922
-1,328
-6% -$13.8K ﹤0.01% 2824
2023
Q1 		$237K Sell
22,250
-204
-0.9% -$2.22K ﹤0.01% 2675
2022
Q4 		$251K Buy
22,454
+283
+1% +$3.14K ﹤0.01% 2571
2022
Q3 		$243K Buy
22,171
+406
+2% +$5K ﹤0.01% 2548
2022
Q2 		$263K Buy
21,765
+4,625
+27% +$58.6K ﹤0.01% 2494
2022
Q1 		$240K Buy
17,140
+574
+3% +$7.81K ﹤0.01% 2735
2021
Q4 		$244K Buy
16,566
+138
+0.8% +$1.99K ﹤0.01% 2714
2021
Q3 		$221K Buy
16,428
+70
+0.4% +$1K ﹤0.01% 2726
2021
Q2 		$235K Buy
16,358
+1,655
+11% +$23K ﹤0.01% 2676
2021
Q1 		$191K Buy
14,703
+165
+1% +$2.11K ﹤0.01% 2642
2020
Q4 		$187K Sell
14,538
-10,528
-42% -$132K ﹤0.01% 2496
2020
Q3 		$301K Buy
25,066
+1,017
+4% +$13K ﹤0.01% 1928
2020
Q2 		$311K Buy
24,049
+3,280
+16% +$40.4K ﹤0.01% 1855
2020
Q1 		$226K Buy
20,769
+2,386
+13% +$32.6K ﹤0.01% 1854
2019
Q4 		$257K Buy
18,383
+6,254
+52% +$86.7K ﹤0.01% 2018
2019
Q3 		$167K Buy
12,129
+1,342
+12% +$17.7K ﹤0.01% 2159
2019
Q2 		$140K Buy
+10,787
New +$139K ﹤0.01% 2063
2018
Q3 		– Sell
-20,746
Closed -$256K – 2258
2018
Q2 		$256K Buy
20,746
+15
+0.1% +$184 ﹤0.01% 1845
2018
Q1 		$253K Buy
20,731
+1,805
+10% +$22.2K ﹤0.01% 1796
2017
Q4 		$250K Buy
18,926
+1,273
+7% +$16.8K ﹤0.01% 1768
2017
Q3 		$228K Buy
17,653
+1,130
+7% +$14.9K ﹤0.01% 1738
2017
Q2 		$214K Buy
+16,523
New +$217K ﹤0.01% 1712

Other funds holding ERH

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cambridge Investment Research Advisors's ERH Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Allspring Utilities & High Income Fund (ERH) stake by 29% in Q2 2026, buying an estimated $50.6K and bringing the position to 18,389 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #3729.

Cambridge Investment Research Advisors first reported a position in ERH in Q2 2017 and has held it in 27 quarters since. The position peaked at $311K in Q2 2020. 11 funds tracked by Wall St. Rank hold ERH as of Q2 2026.

  • Cambridge Investment Research Advisors held 18,389 shares of Allspring Utilities & High Income Fund worth $222K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 4,173 Allspring Utilities & High Income Fund shares in Q2 2026, an estimated $50.6K.
  • Allspring Utilities & High Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3729 holding.
  • Cambridge Investment Research Advisors first reported a position in Allspring Utilities & High Income Fund in Q2 2017 and has held it in 27 quarters since.
  • Cambridge Investment Research Advisors's Allspring Utilities & High Income Fund position peaked at $311K in Q2 2020.
  • 11 funds tracked by Wall St. Rank held Allspring Utilities & High Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.