Cetera Investment Advisers
ERH

Cetera Investment Advisers’s Allspring Utilities & High Income Fund ERH Stock Holding History

Cetera Investment Advisers’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 		$352K Buy
29,149
+5,042
+21% +$61.1K ﹤0.01% 4016
2026
Q1 		$292K Buy
24,107
+527
+2% +$6.37K ﹤0.01% 4009
2025
Q4 		$279K Buy
23,580
+439
+2% +$5.45K ﹤0.01% 3966
2025
Q3 		$286K Buy
+23,141
New +$276K ﹤0.01% 3863
2024
Q2 		– Sell
-11,231
Closed -$106K – 3768
2024
Q1 		$106K Buy
+11,231
New +$102K ﹤0.01% 3491

Other funds holding ERH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers's ERH Position: Q2 2026 in Review

Cetera Investment Advisers increased its Allspring Utilities & High Income Fund (ERH) stake by 21% in Q2 2026, buying an estimated $61.1K and bringing the position to 29,149 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #4016.

Cetera Investment Advisers first reported a position in ERH in Q1 2024 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold ERH as of Q2 2026.

  • Cetera Investment Advisers held 29,149 shares of Allspring Utilities & High Income Fund worth $352K as of Q2 2026.
  • Cetera Investment Advisers bought 5,042 Allspring Utilities & High Income Fund shares in Q2 2026, an estimated $61.1K.
  • Allspring Utilities & High Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4016 holding.
  • Cetera Investment Advisers first reported a position in Allspring Utilities & High Income Fund in Q1 2024 and has held it in 5 quarters since.
  • 25 funds tracked by Wall St. Rank held Allspring Utilities & High Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.