CCFM
EAD

Clear Creek Financial Management’s Allspring Income Opportunities Fund EAD Stock Holding History

Clear Creek Financial Management’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
2025
Q4 		– Sell
-12,648
Closed -$88.7K – 593
2025
Q3 		$88.7K Sell
12,648
-5,696
-31% -$40.3K 0.01% 558
2025
Q2 		$130K Sell
18,344
-11,412
-38% -$76.8K 0.01% 533
2025
Q1 		$204K Hold
29,756
– – 0.02% 491
2024
Q4 		$205K Hold
29,756
– – 0.02% 446
2024
Q3 		$212K Hold
29,756
– – 0.02% 420
2024
Q2 		$197K Sell
29,756
-1,459
-5% -$9.55K 0.02% 422
2024
Q1 		$207K Sell
31,215
-500
-2% -$3.32K 0.03% 395
2023
Q4 		$207K Sell
31,715
-5,027
-14% -$30.9K 0.03% 312
2023
Q3 		$224K Buy
36,742
+1,300
+4% +$8.22K 0.04% 276
2023
Q2 		$229K Buy
35,442
+648
+2% +$4.1K 0.04% 281
2023
Q1 		$220K Sell
34,794
-549
-2% -$3.61K 0.04% 269
2022
Q4 		$226K Buy
35,343
+457
+1% +$2.97K 0.05% 249
2022
Q3 		$216K Sell
34,886
-464
-1% -$3.16K 0.05% 243
2022
Q2 		$229K Buy
35,350
+248
+0.7% +$1.79K 0.05% 255
2022
Q1 		$277K Buy
35,102
+1,138
+3% +$9.25K 0.04% 269
2021
Q4 		$311K Buy
33,964
+606
+2% +$5.37K 0.05% 244
2021
Q3 		$294K Sell
33,358
-21,480
-39% -$192K 0.05% 244
2021
Q2 		$482K Buy
+54,838
New +$474K 0.07% 186
2021
Q1 		– Sell
-57,188
Closed -$466K – 99
2020
Q4 		$466K Buy
+57,188
New +$440K 0.09% 195
2020
Q3 		– Sell
-74,901
Closed -$530K – 124
2020
Q2 		$530K Buy
74,901
+1,680
+2% +$11.5K 0.14% 111
2020
Q1 		$483K Sell
73,221
-4,336
-6% -$33.8K 0.18% 81
2019
Q4 		$660K Buy
77,557
+124
+0.2% +$1.03K 0.26% 49
2019
Q3 		$640K Sell
77,433
-4,498
-5% -$36.9K 0.31% 45
2019
Q2 		$679K Buy
+81,931
New +$657K 0.29% 50

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Clear Creek Financial Management's EAD Position: Q4 2025 in Review

Clear Creek Financial Management sold out of Allspring Income Opportunities Fund (EAD) in Q4 2025, closing a stake of 12,648 shares — an estimated $88.7K sold.

Clear Creek Financial Management first reported a position in EAD in Q2 2019 and held it in 24 quarters. The position peaked at $679K in Q2 2019. 85 funds tracked by Wall St. Rank hold EAD as of Q4 2025.

  • Clear Creek Financial Management reported no remaining Allspring Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 12,648 Allspring Income Opportunities Fund shares in Q4 2025, an estimated $88.7K.
  • Clear Creek Financial Management first reported a position in Allspring Income Opportunities Fund in Q2 2019 and held it in 24 quarters.
  • Clear Creek Financial Management's Allspring Income Opportunities Fund position peaked at $679K in Q2 2019.
  • 85 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2025.

Based on Clear Creek Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.