IFP Advisors’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-1,000	Closed	-$6K	–	3686
2022 Q4	$6K	Sell	1,000 -175	-15%	-$809	﹤0.01%	3682
2022 Q3	$11K	Sell	1,175 -47	-4%	-$222	﹤0.01%	3566
2022 Q2	$11K	Hold	1,222	–	–	﹤0.01%	3314
2022 Q1	$11K	Buy	+1,222	New	+$6.6K	﹤0.01%	3314
2018 Q4	–	Sell	-8,600	Closed	-$45K	–	3616
2018 Q3	$45K	Sell	8,600 -4,370	-34%	-$24.1K	﹤0.01%	1950
2018 Q2	$73K	Buy	12,970 +9,440	+267%	+$54.1K	﹤0.01%	1682
2018 Q1	$21K	Hold	3,530	–	–	﹤0.01%	2349
2017 Q4	$21K	Sell	3,530 -2,219	-39%	-$13.7K	﹤0.01%	2384
2017 Q3	$36K	Buy	5,749 +2,300	+67%	+$14.4K	﹤0.01%	2201
2017 Q2	$21K	Hold	3,449	–	–	﹤0.01%	2552
2017 Q1	$20K	Sell	3,449 -2,000	-37%	-$11.3K	﹤0.01%	2504
2016 Q4	$30K	Buy	5,449 +540	+11%	+$2.93K	﹤0.01%	2195
2016 Q3	$29K	Hold	4,909	–	–	﹤0.01%	2162
2016 Q2	$29K	Buy	+4,909	New	+$29.4K	﹤0.01%	2099
2016 Q1	–	Sell	-3,909	Closed	-$23K	–	2657
2015 Q4	$23K	Buy	+3,909	New	+$23.8K	﹤0.01%	2075

Other funds holding EOD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

SFS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors's EOD Position: Q1 2023 in Review

IFP Advisors sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q1 2023, closing a stake of 1,000 shares — an estimated $6K sold.

IFP Advisors first reported a position in EOD in Q4 2015 and held it in 15 quarters. The position peaked at $73K in Q2 2018. 45 funds tracked by Wall St. Rank hold EOD as of Q1 2023.

IFP Advisors reported no remaining Allspring Global Dividend Opportunity Fund position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 1,000 Allspring Global Dividend Opportunity Fund shares in Q1 2023, an estimated $6K.
IFP Advisors first reported a position in Allspring Global Dividend Opportunity Fund in Q4 2015 and held it in 15 quarters.
IFP Advisors's Allspring Global Dividend Opportunity Fund position peaked at $73K in Q2 2018.
45 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.