CAS
ERC

Coppell Advisory Solutions’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,500
Closed -$13.4K – 788
2024
Q4 		$13.4K Sell
1,500
-1,171
-44% -$10.7K ﹤0.01% 1010
2024
Q3 		$25.4K Buy
2,671
+1,171
+78% +$10.8K ﹤0.01% 770
2024
Q2 		$13.5K Buy
+1,500
New +$13.5K ﹤0.01% 923
2023
Q4 		$36.8K Buy
3,900
+2,400
+160% +$21.8K 0.01% 568
2023
Q3 		$14.7K Hold
1,500
– – 0.01% 540
2023
Q2 		$13.6K Buy
+1,500
New +$13.5K ﹤0.01% 625
2023
Q1 		– Sell
-1,500
Closed -$14.7K – 465
2022
Q4 		$14.7K Buy
+1,500
New +$13.9K 0.01% 545

Other funds holding ERC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coppell Advisory Solutions's ERC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Allspring Multi-Sector Income Fund (ERC) in Q1 2025, closing a stake of 1,500 shares — an estimated $13.4K sold.

Coppell Advisory Solutions first reported a position in ERC in Q4 2022 and held it in 7 quarters. The position peaked at $36.8K in Q4 2023. 68 funds tracked by Wall St. Rank hold ERC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Allspring Multi-Sector Income Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,500 Allspring Multi-Sector Income Fund shares in Q1 2025, an estimated $13.4K.
  • Coppell Advisory Solutions first reported a position in Allspring Multi-Sector Income Fund in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Allspring Multi-Sector Income Fund position peaked at $36.8K in Q4 2023.
  • 68 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.