Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Dynamic Advisor 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
2026
Q3 		$111K Buy
13,045
+229
+2% +$2.08K ﹤0.01% 1004
2026
Q2 		$118K Buy
12,816
+700
+6% +$6.36K ﹤0.01% 1023
2026
Q1 		$109K Sell
12,116
-326
-3% -$3.02K ﹤0.01% 946
2025
Q4 		$116K Sell
12,442
-88
-0.7% -$828 ﹤0.01% 916
2025
Q3 		$120K Buy
12,530
+25
+0.2% +$237 ﹤0.01% 917
2025
Q2 		$118K Sell
12,505
-1,118
-8% -$10.3K ﹤0.01% 880
2025
Q1 		$126K Buy
+13,623
New +$126K ﹤0.01% 826
2024
Q4 		– Sell
-13,359
Closed -$128K – 708
2024
Q3 		$128K Buy
13,359
+521
+4% +$4.82K ﹤0.01% 902
2024
Q2 		$115K Buy
12,838
+394
+3% +$3.56K ﹤0.01% 907
2024
Q1 		$116K Buy
12,444
+532
+4% +$5K ﹤0.01% 898
2023
Q4 		$113K Sell
11,912
-1,177
-9% -$10.7K ﹤0.01% 864
2023
Q3 		$119K Sell
13,089
-975
-7% -$9.21K 0.01% 803
2023
Q2 		$130K Buy
14,064
+2,552
+22% +$22.9K 0.01% 759
2023
Q1 		$105K Buy
11,512
+163
+1% +$1.59K 0.01% 725
2022
Q4 		$111K Buy
11,349
+319
+3% +$2.95K 0.01% 691
2022
Q3 		$95K Buy
+11,030
New +$107K 0.01% 656
2020
Q2 		– Sell
-10,699
Closed -$103K – 562
2020
Q1 		$103K Buy
10,699
+467
+5% +$5.56K 0.02% 453
2019
Q4 		$132K Buy
+10,232
New +$129K 0.02% 531
2019
Q2 		– Sell
-11,403
Closed -$138K – 532
2019
Q1 		$138K Buy
11,403
+59
+0.5% +$706 0.03% 399
2018
Q4 		$133K Buy
+11,344
New +$131K 0.03% 374
2018
Q2 		– Sell
-10,082
Closed -$132K – 419
2018
Q1 		$132K Buy
+10,082
New +$131K 0.03% 352

Other funds holding ERC

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Dynamic Advisor Solutions's ERC Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Allspring Multi-Sector Income Fund (ERC) stake by 1.8% in Q3 2026, buying an estimated $2.08K and bringing the position to 13,045 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Dynamic Advisor Solutions first reported a position in ERC in Q1 2018 and has held it in 21 quarters since. The position peaked at $138K in Q1 2019. 11 funds tracked by Wall St. Rank hold ERC as of Q3 2026.

  • Dynamic Advisor Solutions held 13,045 shares of Allspring Multi-Sector Income Fund worth $111K as of Q3 2026.
  • Dynamic Advisor Solutions bought 229 Allspring Multi-Sector Income Fund shares in Q3 2026, an estimated $2.08K.
  • Allspring Multi-Sector Income Fund made up ﹤0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #1004 holding.
  • Dynamic Advisor Solutions first reported a position in Allspring Multi-Sector Income Fund in Q1 2018 and has held it in 21 quarters since.
  • Dynamic Advisor Solutions's Allspring Multi-Sector Income Fund position peaked at $138K in Q1 2019.
  • 11 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.