FWM
EAD

Fingerlakes Wealth Management’s Allspring Income Opportunities Fund EAD Stock Holding History

Fingerlakes Wealth 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 		$142K Buy
21,769
+519
+2% +$3.39K 0.08% 100
2026
Q1 		$138K Buy
21,250
+492
+2% +$3.32K 0.09% 95
2025
Q4 		$141K Sell
20,758
-694
-3% -$4.76K 0.09% 95
2025
Q3 		$150K Buy
+21,452
New +$152K 0.1% 95

Other funds holding EAD

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Fingerlakes Wealth Management's EAD Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Allspring Income Opportunities Fund (EAD) stake by 2.4% in Q2 2026, buying an estimated $3.39K and bringing the position to 21,769 shares worth $142K. The position accounts for 0.08% of the portfolio, ranked #100.

Fingerlakes Wealth Management first reported a position in EAD in Q3 2025 and has held it in 4 quarters since. The position peaked at $150K in Q3 2025. 19 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • Fingerlakes Wealth Management held 21,769 shares of Allspring Income Opportunities Fund worth $142K as of Q2 2026.
  • Fingerlakes Wealth Management bought 519 Allspring Income Opportunities Fund shares in Q2 2026, an estimated $3.39K.
  • Allspring Income Opportunities Fund made up 0.08% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Fingerlakes Wealth Management first reported a position in Allspring Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • Fingerlakes Wealth Management's Allspring Income Opportunities Fund position peaked at $150K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.