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Independent Financial Group’s Allspring Income Opportunities Fund EAD Stock Holding History

Independent Financial Group’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
2024
Q3 		– Sell
-12,237
Closed -$81K – 1143
2024
Q2 		$81K Buy
+12,237
New +$80.1K ﹤0.01% 1061

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Independent Financial Group's EAD Position: Q3 2024 in Review

Independent Financial Group sold out of Allspring Income Opportunities Fund (EAD) in Q3 2024, closing a stake of 12,237 shares — an estimated $81K sold.

Independent Financial Group first reported a position in EAD in Q2 2024 and held it in 1 quarter. The position peaked at $81K in Q2 2024. 77 funds tracked by Wall St. Rank hold EAD as of Q3 2024.

  • Independent Financial Group reported no remaining Allspring Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 12,237 Allspring Income Opportunities Fund shares in Q3 2024, an estimated $81K.
  • Independent Financial Group first reported a position in Allspring Income Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Independent Financial Group's Allspring Income Opportunities Fund position peaked at $81K in Q2 2024.
  • 77 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.