Creative Financial Designs’s Allspring Income Opportunities Fund EAD Stock Holding History

Creative Financial Designs’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	-1,700	Closed	-$11.9K	–	2096
2025 Q3	$11.9K	Hold	1,700	–	–	﹤0.01%	1317
2025 Q2	$12K	Hold	1,700	–	–	﹤0.01%	1287
2025 Q1	$11.6K	Hold	1,700	–	–	﹤0.01%	1249
2024 Q4	$11.7K	Hold	1,700	–	–	﹤0.01%	1188
2024 Q3	$12.1K	Hold	1,700	–	–	﹤0.01%	1152
2024 Q2	$11.3K	Hold	1,700	–	–	﹤0.01%	1123
2024 Q1	$11.3K	Hold	1,700	–	–	﹤0.01%	1106
2023 Q4	$11.1K	Hold	1,700	–	–	﹤0.01%	1061
2023 Q3	$10.4K	Hold	1,700	–	–	﹤0.01%	1021
2023 Q2	$11K	Hold	1,700	–	–	﹤0.01%	987
2023 Q1	$10.8K	Hold	1,700	–	–	﹤0.01%	943
2022 Q4	$10.9K	Hold	1,700	–	–	﹤0.01%	884
2022 Q3	$11K	Hold	1,700	–	–	﹤0.01%	867
2022 Q2	$11K	Hold	1,700	–	–	﹤0.01%	847
2022 Q1	$13K	Hold	1,700	–	–	﹤0.01%	847
2021 Q4	$16K	Hold	1,700	–	–	﹤0.01%	804
2021 Q3	$15K	Hold	1,700	–	–	﹤0.01%	926
2021 Q2	$15K	Hold	1,700	–	–	﹤0.01%	929
2021 Q1	$14K	Hold	1,700	–	–	﹤0.01%	861
2020 Q4	$14K	Hold	1,700	–	–	﹤0.01%	787
2020 Q3	$12K	Hold	1,700	–	–	﹤0.01%	764
2020 Q2	$12K	Hold	1,700	–	–	﹤0.01%	707
2020 Q1	$11K	Hold	1,700	–	–	0.01%	336
2019 Q4	$14K	Hold	1,700	–	–	0.01%	364
2019 Q3	$14K	Hold	1,700	–	–	0.01%	371
2019 Q2	$14K	Buy	+1,700	New	+$13.6K	0.01%	368

Other funds holding EAD

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 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

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

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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Financial Designs's EAD Position: Q4 2025 in Review

Creative Financial Designs sold out of Allspring Income Opportunities Fund (EAD) in Q4 2025, closing a stake of 1,700 shares — an estimated $11.9K sold.

Creative Financial Designs first reported a position in EAD in Q2 2019 and held it in 26 quarters. The position peaked at $16K in Q4 2021. 85 funds tracked by Wall St. Rank hold EAD as of Q4 2025.

Creative Financial Designs reported no remaining Allspring Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 1,700 Allspring Income Opportunities Fund shares in Q4 2025, an estimated $11.9K.
Creative Financial Designs first reported a position in Allspring Income Opportunities Fund in Q2 2019 and held it in 26 quarters.
Creative Financial Designs's Allspring Income Opportunities Fund position peaked at $16K in Q4 2021.
85 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.