EWA
EAD

EP Wealth Advisors’s Allspring Income Opportunities Fund EAD Stock Holding History

EP Wealth Advisors’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
2022
Q2 		– Sell
-10,119
Closed -$80K – 651
2022
Q1 		$80K Buy
+10,119
New +$82.2K ﹤0.01% 630

Other funds holding EAD

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

EP Wealth Advisors's EAD Position: Q2 2022 in Review

EP Wealth Advisors sold out of Allspring Income Opportunities Fund (EAD) in Q2 2022, closing a stake of 10,119 shares — an estimated $80K sold.

EP Wealth Advisors first reported a position in EAD in Q1 2022 and held it in 1 quarter. The position peaked at $80K in Q1 2022. 80 funds tracked by Wall St. Rank hold EAD as of Q2 2022.

  • EP Wealth Advisors reported no remaining Allspring Income Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 10,119 Allspring Income Opportunities Fund shares in Q2 2022, an estimated $80K.
  • EP Wealth Advisors first reported a position in Allspring Income Opportunities Fund in Q1 2022 and held it in 1 quarter.
  • EP Wealth Advisors's Allspring Income Opportunities Fund position peaked at $80K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2022.

Based on EP Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.