Envestnet Asset Management
EAD

Envestnet Asset Management’s Allspring Income Opportunities Fund EAD Stock Holding History

Envestnet Asset Management’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
2026
Q2 		$1.26M Sell
193,730
-30,354
-14% -$198K ﹤0.01% 3481
2026
Q1 		$1.45M Buy
224,084
+86,968
+63% +$587K ﹤0.01% 3233
2025
Q4 		$930K Buy
137,116
+3,823
+3% +$26.2K ﹤0.01% 3311
2025
Q3 		$934K Sell
133,293
-167,687
-56% -$1.19M ﹤0.01% 3361
2025
Q2 		$2.12M Buy
300,980
+8,548
+3% +$57.5K ﹤0.01% 2786
2025
Q1 		$2M Buy
292,432
+11,421
+4% +$79.6K ﹤0.01% 2727
2024
Q4 		$1.94M Buy
281,011
+9,113
+3% +$63.3K ﹤0.01% 2702
2024
Q3 		$1.94M Sell
271,898
-66,635
-20% -$463K ﹤0.01% 2675
2024
Q2 		$2.24M Buy
338,533
+24,547
+8% +$161K ﹤0.01% 2525
2024
Q1 		$2.08M Buy
313,986
+4,845
+2% +$32.1K ﹤0.01% 2545
2023
Q4 		$2.02M Buy
309,141
+35,232
+13% +$217K ﹤0.01% 2466
2023
Q3 		$1.67M Buy
273,909
+38,833
+17% +$246K ﹤0.01% 2466
2023
Q2 		$1.52M Buy
235,076
+88,815
+61% +$562K ﹤0.01% 2463
2023
Q1 		$926K Sell
146,261
-6,926
-5% -$45.5K ﹤0.01% 2726
2022
Q4 		$979K Buy
153,187
+2,456
+2% +$15.9K ﹤0.01% 2662
2022
Q3 		$935K Buy
150,731
+2,227
+1% +$15.2K ﹤0.01% 2624
2022
Q2 		$964K Buy
148,504
+6,294
+4% +$45.5K ﹤0.01% 2619
2022
Q1 		$1.12M Sell
142,210
-57,834
-29% -$470K ﹤0.01% 2583
2021
Q4 		$1.83M Buy
200,044
+37,448
+23% +$332K ﹤0.01% 2241
2021
Q3 		$1.43M Buy
162,596
+3,262
+2% +$29.1K ﹤0.01% 2321
2021
Q2 		$1.4M Sell
159,334
-10,715
-6% -$92.6K ﹤0.01% 2308
2021
Q1 		$1.44M Buy
170,049
+72,519
+74% +$599K ﹤0.01% 2157
2020
Q4 		$796K Buy
97,530
+939
+1% +$7.22K ﹤0.01% 2380
2020
Q3 		$705K Buy
96,591
+9,976
+12% +$73.7K ﹤0.01% 2255
2020
Q2 		$608K Buy
86,615
+14,739
+21% +$101K ﹤0.01% 2287
2020
Q1 		$459K Buy
71,876
+16,465
+30% +$128K ﹤0.01% 2299
2019
Q4 		$467K Buy
55,411
+8,040
+17% +$66.5K ﹤0.01% 2491
2019
Q3 		$390K Buy
47,371
+7,065
+18% +$58K ﹤0.01% 2509
2019
Q2 		$332K Buy
40,306
+3,980
+11% +$31.9K ﹤0.01% 2595
2019
Q1 		$286K Buy
36,326
+542
+2% +$4.19K ﹤0.01% 2615
2018
Q4 		$259K Buy
35,784
+5,185
+17% +$39.3K ﹤0.01% 2511
2018
Q3 		$242K Buy
+30,599
New +$244K ﹤0.01% 1099
2016
Q4 		– Sell
-3,000
Closed -$25K – 3137
2016
Q3 		$25K Hold
3,000
– – ﹤0.01% 2771
2016
Q2 		$24K Hold
3,000
– – ﹤0.01% 2937
2016
Q1 		$23K Hold
3,000
– – ﹤0.01% 2940
2015
Q4 		$22K Hold
3,000
– – ﹤0.01% 2878
2015
Q3 		$23K Buy
+3,000
New +$23.9K ﹤0.01% 2892
2015
Q1 		– Sell
-2,500
Closed -$22K – 2123
2014
Q4 		$22K Hold
2,500
– – ﹤0.01% 1704
2014
Q3 		$23K Sell
2,500
-1,500
-38% -$13.9K ﹤0.01% 1815
2014
Q2 		$38K Hold
4,000
– – ﹤0.01% 1542
2014
Q1 		$38K Hold
4,000
– – ﹤0.01% 1458
2013
Q4 		$37K Buy
4,000
+3,000
+300% +$27.1K ﹤0.01% 1313
2013
Q3 		$9K Hold
1,000
– – ﹤0.01% 1736
2013
Q2 		$9K Buy
+1,000
New +$9.98K ﹤0.01% 1691

Other funds holding EAD

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management's EAD Position: Q2 2026 in Review

Envestnet Asset Management reduced its Allspring Income Opportunities Fund (EAD) stake by 14% in Q2 2026, selling an estimated $198K and leaving 193,730 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3481.

Envestnet Asset Management first reported a position in EAD in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.24M in Q2 2024. 36 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • Envestnet Asset Management held 193,730 shares of Allspring Income Opportunities Fund worth $1.26M as of Q2 2026.
  • Envestnet Asset Management sold 30,354 Allspring Income Opportunities Fund shares in Q2 2026, an estimated $198K.
  • Allspring Income Opportunities Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3481 holding.
  • Envestnet Asset Management first reported a position in Allspring Income Opportunities Fund in Q2 2013 and has held it in 44 quarters since.
  • Envestnet Asset Management's Allspring Income Opportunities Fund position peaked at $2.24M in Q2 2024.
  • 36 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.