Creative Planning
EAD

Creative Planning’s Allspring Income Opportunities Fund EAD Stock Holding History

Creative Planning’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
-10,644
Closed -$74.6K – 3958
2025
Q3 		$74.6K Buy
+10,644
New +$75.2K ﹤0.01% 3712
2024
Q1 		– Sell
-39,635
Closed -$258K – 2950
2023
Q4 		$258K Sell
39,635
-28,025
-41% -$172K ﹤0.01% 2202
2023
Q3 		$413K Buy
+67,660
New +$428K ﹤0.01% 1694
2018
Q4 		– Sell
-43,412
Closed -$344K – 1987
2018
Q3 		$344K Buy
+43,412
New +$347K ﹤0.01% 1309
2017
Q3 		– Sell
-2,776
Closed -$24K – 2359
2017
Q2 		$24K Buy
2,776
+526
+23% +$4.51K ﹤0.01% 3046
2017
Q1 		$19K Buy
2,250
+30
+1% +$254 ﹤0.01% 3159
2016
Q4 		$19K Buy
2,220
+1,220
+122% +$9.97K ﹤0.01% 3114
2016
Q3 		$8K Sell
1,000
-1,012
-50% -$8.37K ﹤0.01% 3637
2016
Q2 		$16K Sell
2,012
-3,310
-62% -$25.6K ﹤0.01% 2938
2016
Q1 		$40K Buy
5,322
+2,046
+62% +$14.7K ﹤0.01% 2253
2015
Q4 		$24K Buy
3,276
+2,264
+224% +$17.2K ﹤0.01% 2702
2015
Q3 		$8K Buy
+1,012
New +$8.06K ﹤0.01% 3334
2015
Q2 		– Sell
-1,027
Closed -$9K – 1594
2015
Q1 		$9K Sell
1,027
-4,788
-82% -$42.4K ﹤0.01% 3242
2014
Q4 		$52K Buy
5,815
+1,682
+41% +$15K ﹤0.01% 1982
2014
Q3 		$37K Sell
4,133
-8,200
-66% -$76.1K ﹤0.01% 2129
2014
Q2 		$118K Sell
12,333
-884
-7% -$8.41K ﹤0.01% 1333
2014
Q1 		$125K Hold
13,217
– – ﹤0.01% 1256
2013
Q4 		$121K Sell
13,217
-2,292
-15% -$20.7K ﹤0.01% 1093
2013
Q3 		$140K Buy
15,509
+160
+1% +$1.43K ﹤0.01% 921
2013
Q2 		$145K Buy
+15,349
New +$153K ﹤0.01% 793

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

Creative Planning's EAD Position: Q4 2025 in Review

Creative Planning sold out of Allspring Income Opportunities Fund (EAD) in Q4 2025, closing a stake of 10,644 shares — an estimated $74.6K sold.

Creative Planning first reported a position in EAD in Q2 2013 and held it in 20 quarters. The position peaked at $413K in Q3 2023. 85 funds tracked by Wall St. Rank hold EAD as of Q4 2025.

  • Creative Planning reported no remaining Allspring Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 10,644 Allspring Income Opportunities Fund shares in Q4 2025, an estimated $74.6K.
  • Creative Planning first reported a position in Allspring Income Opportunities Fund in Q2 2013 and held it in 20 quarters.
  • Creative Planning's Allspring Income Opportunities Fund position peaked at $413K in Q3 2023.
  • 85 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.