Carson Wealth (CWM LLC)
EAD

Carson Wealth (CWM LLC)’s Allspring Income Opportunities Fund EAD Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$4.09K Hold
631
– – ﹤0.01% 5091
2025
Q4 		$4K Hold
631
– – ﹤0.01% 4879
2025
Q3 		$4K Hold
631
– – ﹤0.01% 4803
2025
Q2 		$4K Hold
631
– – ﹤0.01% 4667
2025
Q1 		$4K Hold
631
– – ﹤0.01% 4524
2024
Q4 		$4K Hold
631
– – ﹤0.01% 4292
2024
Q3 		$4K Buy
+631
New +$4.38K ﹤0.01% 4172
2024
Q2 		– Sell
-3,032
Closed -$20K – 4661
2024
Q1 		$20K Hold
3,032
– – ﹤0.01% 2904
2023
Q4 		$20K Hold
3,032
– – ﹤0.01% 2769
2023
Q3 		$18K Sell
3,032
-9,780
-76% -$61.9K ﹤0.01% 2738
2023
Q2 		$83K Buy
12,812
+250
+2% +$1.58K ﹤0.01% 1663
2023
Q1 		$80K Buy
12,562
+9,848
+363% +$64.8K ﹤0.01% 1605
2022
Q4 		$17K Hold
2,714
– – ﹤0.01% 2470
2022
Q3 		$17K Hold
2,714
– – ﹤0.01% 2325
2022
Q2 		$18K Buy
2,714
+1,392
+105% +$10.1K ﹤0.01% 2182
2022
Q1 		$10K Sell
1,322
-36
-3% -$293 ﹤0.01% 2464
2021
Q4 		$12K Buy
+1,358
New +$12K ﹤0.01% 2236
2021
Q2 		$12K Hold
1,377
– – ﹤0.01% 2013
2021
Q1 		$12K Hold
1,377
– – ﹤0.01% 2013
2020
Q4 		$12K Hold
1,377
– – ﹤0.01% 2013
2020
Q3 		$12K Hold
1,377
– – ﹤0.01% 2012
2020
Q2 		$12K Hold
1,377
– – ﹤0.01% 2012
2020
Q1 		$12K Hold
1,377
– – ﹤0.01% 2012
2019
Q4 		$12K Hold
1,377
– – ﹤0.01% 2012
2019
Q3 		$12K Hold
1,377
– – ﹤0.01% 2012
2019
Q2 		$12K Hold
1,377
– – ﹤0.01% 2012
2019
Q1 		$12K Buy
+1,377
New +$10.6K ﹤0.01% 2012

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EAD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Allspring Income Opportunities Fund (EAD) position steady in Q1 2026 at 631 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #5091.

Carson Wealth (CWM LLC) first reported a position in EAD in Q1 2019 and has held it in 27 quarters since. The position peaked at $83K in Q2 2023. 92 funds tracked by Wall St. Rank hold EAD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 631 shares of Allspring Income Opportunities Fund worth $4.09K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Allspring Income Opportunities Fund share count unchanged in Q1 2026.
  • Allspring Income Opportunities Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5091 holding.
  • Carson Wealth (CWM LLC) first reported a position in Allspring Income Opportunities Fund in Q1 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Allspring Income Opportunities Fund position peaked at $83K in Q2 2023.
  • 92 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.