CWC
EAD

Carolinas Wealth Consulting’s Allspring Income Opportunities Fund EAD Stock Holding History

Carolinas Wealth Consulting’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
2024
Q4 		– Sell
-167
Closed -$1.2K – 1068
2024
Q3 		$1.2K Hold
167
– – ﹤0.01% 894
2024
Q2 		$1.11K Hold
167
– – ﹤0.01% 892
2024
Q1 		$1.11K Buy
+167
New +$1.11K ﹤0.01% 880

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carolinas Wealth Consulting's EAD Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Allspring Income Opportunities Fund (EAD) in Q4 2024, closing a stake of 167 shares — an estimated $1.2K sold.

Carolinas Wealth Consulting first reported a position in EAD in Q1 2024 and held it in 3 quarters. The position peaked at $1.2K in Q3 2024. 77 funds tracked by Wall St. Rank hold EAD as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining Allspring Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 167 Allspring Income Opportunities Fund shares in Q4 2024, an estimated $1.2K.
  • Carolinas Wealth Consulting first reported a position in Allspring Income Opportunities Fund in Q1 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Allspring Income Opportunities Fund position peaked at $1.2K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.