Gradient Investments’s Allspring Income Opportunities Fund EAD Stock Holding History

Gradient Investments’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 Q4	–	Sell	-1,296	Closed	-$8K	–	1543
2022 Q3	$8K	Buy	+1,296	New	+$8.82K	﹤0.01%	844
2015 Q1	–	Sell	-1,079	Closed	-$10K	–	656
2014 Q4	$10K	Buy	+1,079	New	+$9.63K	﹤0.01%	348

Other funds holding EAD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SFS

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

Gradient Investments's EAD Position: Q4 2022 in Review

Gradient Investments sold out of Allspring Income Opportunities Fund (EAD) in Q4 2022, closing a stake of 1,296 shares — an estimated $8K sold.

Gradient Investments first reported a position in EAD in Q4 2014 and held it in 2 quarters. The position peaked at $10K in Q4 2014. 79 funds tracked by Wall St. Rank hold EAD as of Q4 2022.

Gradient Investments reported no remaining Allspring Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 1,296 Allspring Income Opportunities Fund shares in Q4 2022, an estimated $8K.
Gradient Investments first reported a position in Allspring Income Opportunities Fund in Q4 2014 and held it in 2 quarters.
Gradient Investments's Allspring Income Opportunities Fund position peaked at $10K in Q4 2014.
79 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.