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
Q2 		– Sell
-52,100
Closed -$469K – 1190
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 $5.28B AUM 14.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Advisor Alliance's ERC Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Allspring Multi-Sector Income Fund (ERC) in Q2 2026, closing a stake of 52,100 shares — an estimated $469K sold.

Independent Advisor Alliance first reported a position in ERC in Q4 2024 and held it in 2 quarters. The position peaked at $469K in Q1 2026. 70 funds tracked by Wall St. Rank hold ERC as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Allspring Multi-Sector Income Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 52,100 Allspring Multi-Sector Income Fund shares in Q2 2026, an estimated $469K.
  • Independent Advisor Alliance first reported a position in Allspring Multi-Sector Income Fund in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Allspring Multi-Sector Income Fund position peaked at $469K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.