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

HHM 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
2026 Q2	$7.87K	Hold	1,210	–	–	﹤0.01%	662
2026 Q1	$7.84K	Hold	1,210	–	–	﹤0.01%	666
2025 Q4	$8.2K	Hold	1,210	–	–	﹤0.01%	644
2025 Q3	$8.48K	Hold	1,210	–	–	﹤0.01%	664
2025 Q2	$8.54K	Hold	1,210	–	–	﹤0.01%	631
2025 Q1	$8.28K	Hold	1,210	–	–	﹤0.01%	613
2024 Q4	$8.34K	Hold	1,210	–	–	﹤0.01%	615
2024 Q3	$8.63K	Hold	1,210	–	–	﹤0.01%	583
2024 Q2	$8.01K	Hold	1,210	–	–	﹤0.01%	583
2024 Q1	$8.04K	Hold	1,210	–	–	﹤0.01%	561
2023 Q4	$7.89K	Hold	1,210	–	–	﹤0.01%	554
2023 Q3	$7.38K	Hold	1,210	–	–	﹤0.01%	563
2023 Q2	$7.8K	Hold	1,210	–	–	﹤0.01%	581
2023 Q1	$7.66K	Hold	1,210	–	–	﹤0.01%	565
2022 Q4	$7.73K	Hold	1,210	–	–	﹤0.01%	483
2022 Q3	$8K	Hold	1,210	–	–	﹤0.01%	464
2022 Q2	$8K	Buy	+1,210	New	+$8.74K	﹤0.01%	566

Other funds holding EAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

HHM Wealth Advisors's EAD Position: Q2 2026 in Review

HHM Wealth Advisors held its Allspring Income Opportunities Fund (EAD) position steady in Q2 2026 at 1,210 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

HHM Wealth Advisors first reported a position in EAD in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.63K in Q3 2024. 98 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

HHM Wealth Advisors held 1,210 shares of Allspring Income Opportunities Fund worth $7.87K as of Q2 2026.
HHM Wealth Advisors left its Allspring Income Opportunities Fund share count unchanged in Q2 2026.
Allspring Income Opportunities Fund made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #662 holding.
HHM Wealth Advisors first reported a position in Allspring Income Opportunities Fund in Q2 2022 and has held it in 17 quarters since.
HHM Wealth Advisors's Allspring Income Opportunities Fund position peaked at $8.63K in Q3 2024.
98 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.