HPWM
EOD

High Point Wealth Management’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

High Point Wealth Management’s Portfolio EOD Stock Details EOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-260
Closed -$1.52K – 254
2026
Q1 		$1.52K Buy
+260
New +$1.56K ﹤0.01% 245

Other funds holding EOD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

High Point Wealth Management's EOD Position: Q2 2026 in Review

High Point Wealth Management sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q2 2026, closing a stake of 260 shares — an estimated $1.52K sold.

High Point Wealth Management first reported a position in EOD in Q1 2026 and held it in 1 quarter. The position peaked at $1.52K in Q1 2026. 33 funds tracked by Wall St. Rank hold EOD as of Q2 2026.

  • High Point Wealth Management reported no remaining Allspring Global Dividend Opportunity Fund position as of Q2 2026 after selling out during the quarter.
  • High Point Wealth Management sold 260 Allspring Global Dividend Opportunity Fund shares in Q2 2026, an estimated $1.52K.
  • High Point Wealth Management first reported a position in Allspring Global Dividend Opportunity Fund in Q1 2026 and held it in 1 quarter.
  • High Point Wealth Management's Allspring Global Dividend Opportunity Fund position peaked at $1.52K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.