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

EverSource 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
2023 Q3	–	Sell	-216	Closed	-$1.39K	–	2545
2023 Q2	$1.39K	Hold	216	–	–	﹤0.01%	2116
2023 Q1	$1.37K	Hold	216	–	–	﹤0.01%	2044
2022 Q4	$1.38K	Hold	216	–	–	﹤0.01%	2018
2022 Q3	$1K	Buy	+216	New	+$1.47K	﹤0.01%	1806

Other funds holding EAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EverSource Wealth Advisors's EAD Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Allspring Income Opportunities Fund (EAD) in Q3 2023, closing a stake of 216 shares — an estimated $1.39K sold.

EverSource Wealth Advisors first reported a position in EAD in Q3 2022 and held it in 4 quarters. The position peaked at $1.39K in Q2 2023. 76 funds tracked by Wall St. Rank hold EAD as of Q3 2023.

EverSource Wealth Advisors reported no remaining Allspring Income Opportunities Fund position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 216 Allspring Income Opportunities Fund shares in Q3 2023, an estimated $1.39K.
EverSource Wealth Advisors first reported a position in Allspring Income Opportunities Fund in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Allspring Income Opportunities Fund position peaked at $1.39K in Q2 2023.
76 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.