IAA
ERC

Independent Advisor Alliance’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Independent Advisor Alliance’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$469K Buy
+52,100
New +$482K 0.01% 1137
2025
Q1 		– Sell
-46,200
Closed -$425K – 945
2024
Q4 		$425K Buy
+46,200
New +$423K 0.01% 1006

Other funds holding ERC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Independent Advisor Alliance's ERC Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Allspring Multi-Sector Income Fund (ERC) in Q1 2026: 52,100 shares worth $469K. The stake represents 0.01% of the portfolio and ranks #1137 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in ERC as recently as Q4 2024.

Independent Advisor Alliance first reported a position in ERC in Q4 2024 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold ERC as of Q1 2026.

  • Independent Advisor Alliance held 52,100 shares of Allspring Multi-Sector Income Fund worth $469K as of Q1 2026.
  • Allspring Multi-Sector Income Fund was a new Independent Advisor Alliance position in Q1 2026.
  • Allspring Multi-Sector Income Fund made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1137 holding.
  • Independent Advisor Alliance first reported a position in Allspring Multi-Sector Income Fund in Q4 2024 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.