CA
EAD

Clearstead Advisors’s Allspring Income Opportunities Fund EAD Stock Holding History

Clearstead Advisors’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
Q2 		$138K Buy
+21,299
New +$139K ﹤0.01% 1183
2026
Q1 		– Sell
-13,240
Closed -$89.8K – 2418
2025
Q4 		$89.8K Sell
13,240
-6,708
-34% -$46K ﹤0.01% 1159
2025
Q3 		$140K Hold
19,948
– – ﹤0.01% 959
2025
Q2 		$141K Buy
19,948
+7,297
+58% +$49.1K ﹤0.01% 973
2025
Q1 		$86.5K Sell
12,651
-4,222
-25% -$29.4K ﹤0.01% 1023
2024
Q4 		$116K Buy
16,873
+5,120
+44% +$35.6K ﹤0.01% 985
2024
Q3 		$83.8K Buy
+11,753
New +$81.6K ﹤0.01% 1069

Other funds holding EAD

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
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Clearstead Advisors's EAD Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Allspring Income Opportunities Fund (EAD) in Q2 2026: 21,299 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #1183 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EAD as recently as Q4 2025.

Clearstead Advisors first reported a position in EAD in Q3 2024 and has held it in 7 quarters since. The position peaked at $141K in Q2 2025. 53 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • Clearstead Advisors held 21,299 shares of Allspring Income Opportunities Fund worth $138K as of Q2 2026.
  • Allspring Income Opportunities Fund was a new Clearstead Advisors position in Q2 2026.
  • Allspring Income Opportunities Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1183 holding.
  • Clearstead Advisors first reported a position in Allspring Income Opportunities Fund in Q3 2024 and has held it in 7 quarters since.
  • Clearstead Advisors's Allspring Income Opportunities Fund position peaked at $141K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.