IFG
EOD

Independent Financial Group’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

Independent Financial Group’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
Q2 		– Sell
-10,729
Closed -$48K – 889
2023
Q1 		$48K Buy
10,729
+1
+0% +$5 ﹤0.01% 826
2022
Q4 		$46.9K Sell
10,728
-12,640
-54% -$58.4K ﹤0.01% 768
2022
Q3 		$97K Buy
23,368
+552
+2% +$2.61K 0.01% 713
2022
Q2 		$99.5K Sell
22,816
-14,203
-38% -$68.7K 0.01% 679
2022
Q1 		$196K Sell
37,019
-1
-0% -$5 0.02% 735
2021
Q4 		$218K Buy
37,020
+3,963
+12% +$22.9K 0.02% 701
2021
Q3 		$182K Buy
33,057
+2,291
+7% +$13.3K 0.02% 679
2021
Q2 		$178K Buy
30,766
+10,361
+51% +$58K 0.02% 681
2021
Q1 		$107K Buy
20,405
+8,373
+70% +$42.9K 0.01% 627
2020
Q4 		$58.4K Sell
12,032
-6,491
-35% -$29.7K 0.01% 559
2020
Q3 		$78.4K Sell
18,523
-3,827
-17% -$16.9K 0.01% 494
2020
Q2 		$96.8K Buy
22,350
+473
+2% +$1.96K 0.02% 463
2020
Q1 		$80.9K Buy
+21,877
New +$111K 0.02% 388

Other funds holding EOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return

Independent Financial Group's EOD Position: Q2 2023 in Review

Independent Financial Group sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q2 2023, closing a stake of 10,729 shares — an estimated $48K sold.

Independent Financial Group first reported a position in EOD in Q1 2020 and held it in 13 quarters. The position peaked at $218K in Q4 2021. 44 funds tracked by Wall St. Rank hold EOD as of Q2 2023.

  • Independent Financial Group reported no remaining Allspring Global Dividend Opportunity Fund position as of Q2 2023 after selling out during the quarter.
  • Independent Financial Group sold 10,729 Allspring Global Dividend Opportunity Fund shares in Q2 2023, an estimated $48K.
  • Independent Financial Group first reported a position in Allspring Global Dividend Opportunity Fund in Q1 2020 and held it in 13 quarters.
  • Independent Financial Group's Allspring Global Dividend Opportunity Fund position peaked at $218K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.