Concurrent Investment Advisors’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Concurrent Investment Advisors’s Portfolio ERC Stock Details ERC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$269K	Buy	29,253 +772	+3%	+$7.02K	﹤0.01%	1759
2026 Q1	$257K	Sell	28,481 -69	-0.2%	-$639	﹤0.01%	1597
2025 Q4	$266K	Sell	28,550 -429	-1%	-$4.04K	﹤0.01%	1482
2025 Q3	$278K	Buy	28,979 +6,445	+29%	+$61.1K	﹤0.01%	1184
2025 Q2	$213K	Buy	22,534 +567	+3%	+$5.2K	﹤0.01%	1237
2025 Q1	$203K	Buy	21,967 +2,095	+11%	+$19.4K	﹤0.01%	1120
2024 Q4	$183K	Buy	19,872 +6,101	+44%	+$55.8K	﹤0.01%	1003
2024 Q3	$132K	Sell	13,771 -8	-0.1%	-$74	﹤0.01%	988
2024 Q2	$124K	Sell	13,779 -3,446	-20%	-$31.1K	﹤0.01%	919
2024 Q1	$161K	Sell	17,225 -2,432	-12%	-$22.9K	0.01%	829
2023 Q4	$186K	Buy	+19,657	New	+$179K	0.01%	782

Other funds holding ERC

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Concurrent Investment Advisors's ERC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Allspring Multi-Sector Income Fund (ERC) stake by 2.7% in Q2 2026, buying an estimated $7.02K and bringing the position to 29,253 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Concurrent Investment Advisors first reported a position in ERC in Q4 2023 and has held it in 11 quarters since. The position peaked at $278K in Q3 2025. 70 funds tracked by Wall St. Rank hold ERC as of Q2 2026.

Concurrent Investment Advisors held 29,253 shares of Allspring Multi-Sector Income Fund worth $269K as of Q2 2026.
Concurrent Investment Advisors bought 772 Allspring Multi-Sector Income Fund shares in Q2 2026, an estimated $7.02K.
Allspring Multi-Sector Income Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1759 holding.
Concurrent Investment Advisors first reported a position in Allspring Multi-Sector Income Fund in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Allspring Multi-Sector Income Fund position peaked at $278K in Q3 2025.
70 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.