GWMR
EAD

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

GC Wealth Management RIA’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 		$110K Hold
16,937
– – 0.01% 480
2026
Q1 		$110K Sell
16,937
-1,882
-10% -$12.7K ﹤0.01% 500
2025
Q4 		$128K Buy
+18,819
New +$129K ﹤0.01% 521
2024
Q1 		– Sell
-11,974
Closed -$78.1K – 274
2023
Q4 		$78.1K Buy
+11,974
New +$73.7K 0.04% 221

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GC Wealth Management RIA's EAD Position: Q2 2026 in Review

GC Wealth Management RIA held its Allspring Income Opportunities Fund (EAD) position steady in Q2 2026 at 16,937 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #480.

GC Wealth Management RIA first reported a position in EAD in Q4 2023 and has held it in 4 quarters since. The position peaked at $128K in Q4 2025. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • GC Wealth Management RIA held 16,937 shares of Allspring Income Opportunities Fund worth $110K as of Q2 2026.
  • GC Wealth Management RIA left its Allspring Income Opportunities Fund share count unchanged in Q2 2026.
  • Allspring Income Opportunities Fund made up 0.01% of GC Wealth Management RIA's portfolio in Q2 2026, its #480 holding.
  • GC Wealth Management RIA first reported a position in Allspring Income Opportunities Fund in Q4 2023 and has held it in 4 quarters since.
  • GC Wealth Management RIA's Allspring Income Opportunities Fund position peaked at $128K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.