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HBK Sorce Advisory’s Allspring Income Opportunities Fund EAD Stock Holding History

HBK Sorce Advisory’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 		$79.7K Buy
+12,450
New +$81.4K ﹤0.01% 642
2024
Q3 		– Sell
-11,001
Closed -$72.8K – 587
2024
Q2 		$72.8K Sell
11,001
-498
-4% -$3.26K ﹤0.01% 548
2024
Q1 		$76.4K Sell
11,499
-391
-3% -$2.6K ﹤0.01% 586
2023
Q4 		$77.5K Buy
11,890
+15
+0.1% +$92 ﹤0.01% 550
2023
Q3 		$72.4K Buy
11,875
+14
+0.1% +$89 ﹤0.01% 544
2023
Q2 		$76.5K Buy
11,861
+14
+0.1% +$89 ﹤0.01% 565
2023
Q1 		$75K Sell
11,847
-27,821
-70% -$183K ﹤0.01% 562
2022
Q4 		$253K Buy
39,668
+24,594
+163% +$160K 0.01% 597
2022
Q3 		$93K Buy
15,074
+3,000
+25% +$20.4K 0.01% 494
2022
Q2 		$78K Hold
12,074
– – 0.01% 448
2022
Q1 		$95K Hold
12,074
– – 0.01% 530
2021
Q4 		$111K Sell
12,074
-346
-3% -$3.06K 0.01% 573
2021
Q3 		$109K Buy
12,420
+11
+0.1% +$98 0.01% 567
2021
Q2 		$109K Buy
12,409
+63
+0.5% +$545 0.01% 572
2021
Q1 		$104K Sell
12,346
-32,989
-73% -$273K 0.01% 532
2020
Q4 		$370K Sell
45,335
-13,795
-23% -$106K 0.02% 330
2020
Q3 		$432K Buy
59,130
+4,472
+8% +$33K 0.03% 283
2020
Q2 		$384K Buy
54,658
+3,209
+6% +$22K 0.03% 291
2020
Q1 		$328K Buy
51,449
+854
+2% +$6.65K 0.03% 284
2019
Q4 		$426K Buy
50,595
+570
+1% +$4.72K 0.04% 293
2019
Q3 		$412K Buy
50,025
+4,058
+9% +$33.3K 0.04% 274
2019
Q2 		$379K Buy
45,967
+1,529
+3% +$12.3K 0.04% 288
2019
Q1 		$350K Sell
44,438
-3,900
-8% -$30.1K 0.04% 310
2018
Q4 		$349K Sell
48,338
-152
-0.3% -$1.15K 0.04% 271
2018
Q3 		$384K Buy
48,490
+152
+0.3% +$1.21K 0.04% 257
2018
Q2 		$386K Hold
48,338
– – 0.04% 270
2018
Q1 		$389K Buy
48,338
+600
+1% +$4.93K 0.05% 248
2017
Q4 		$401K Buy
+47,738
New +$406K 0.05% 255

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

HBK Sorce Advisory's EAD Position: Q2 2026 in Review

HBK Sorce Advisory opened a new position in Allspring Income Opportunities Fund (EAD) in Q2 2026: 12,450 shares worth $79.7K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: HBK Sorce Advisory previously reported a position in EAD as recently as Q2 2024.

HBK Sorce Advisory first reported a position in EAD in Q4 2017 and has held it in 28 quarters since. The position peaked at $432K in Q3 2020. 98 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • HBK Sorce Advisory held 12,450 shares of Allspring Income Opportunities Fund worth $79.7K as of Q2 2026.
  • Allspring Income Opportunities Fund was a new HBK Sorce Advisory position in Q2 2026.
  • Allspring Income Opportunities Fund made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #642 holding.
  • HBK Sorce Advisory first reported a position in Allspring Income Opportunities Fund in Q4 2017 and has held it in 28 quarters since.
  • HBK Sorce Advisory's Allspring Income Opportunities Fund position peaked at $432K in Q3 2020.
  • 98 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.