IFG
ERC

Independent Financial Group’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Independent Financial Group’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 		$709K Sell
77,000
-900
-1% -$8.18K 0.01% 830
2026
Q1 		$702K Buy
77,900
+11,510
+17% +$107K 0.02% 767
2025
Q4 		$617K Hold
66,390
– – 0.01% 793
2025
Q3 		$636K Buy
66,390
+13,975
+27% +$132K 0.02% 751
2025
Q2 		$495K Sell
52,415
-100
-0.2% -$917 0.01% 788
2025
Q1 		$484K Buy
52,515
+1,875
+4% +$17.3K 0.02% 723
2024
Q4 		$465K Hold
50,640
– – 0.02% 719
2024
Q3 		$485K Buy
50,640
+3,600
+8% +$33.3K 0.02% 664
2024
Q2 		$422K Buy
47,040
+4,840
+11% +$43.7K 0.02% 671
2024
Q1 		$394K Buy
42,200
+240
+0.6% +$2.26K 0.02% 668
2023
Q4 		$396K Buy
41,960
+350
+0.8% +$3.18K 0.02% 629
2023
Q3 		$379K Buy
41,610
+2,750
+7% +$26K 0.02% 575
2023
Q2 		$360K Hold
38,860
– – 0.02% 573
2023
Q1 		$356K Sell
38,860
-950
-2% -$9.27K 0.03% 549
2022
Q4 		$390K Sell
39,810
-500
-1% -$4.63K 0.03% 494
2022
Q3 		$347K Buy
40,310
+2,300
+6% +$22.4K 0.03% 502
2022
Q2 		$364K Buy
38,010
+300
+0.8% +$2.92K 0.04% 452
2022
Q1 		$393K Buy
37,710
+4,400
+13% +$49.9K 0.03% 505
2021
Q4 		$440K Buy
33,310
+450
+1% +$5.98K 0.04% 455
2021
Q3 		$445K Buy
32,860
+5,520
+20% +$72.7K 0.05% 396
2021
Q2 		$350K Sell
27,340
-1,885
-6% -$24K 0.04% 479
2021
Q1 		$365K Sell
29,225
-369
-1% -$4.56K 0.05% 408
2020
Q4 		$359K Sell
29,594
-1,299
-4% -$14.9K 0.05% 378
2020
Q3 		$332K Sell
30,893
-1,291
-4% -$14.5K 0.06% 332
2020
Q2 		$354K Buy
32,184
+453
+1% +$4.66K 0.08% 281
2020
Q1 		$306K Buy
+31,731
New +$377K 0.09% 249

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 Financial Group's ERC Position: Q2 2026 in Review

Independent Financial Group reduced its Allspring Multi-Sector Income Fund (ERC) stake by 1.2% in Q2 2026, selling an estimated $8.18K and leaving 77,000 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #830.

Independent Financial Group first reported a position in ERC in Q1 2020 and has held it in 26 quarters since. 70 funds tracked by Wall St. Rank hold ERC as of Q2 2026.

  • Independent Financial Group held 77,000 shares of Allspring Multi-Sector Income Fund worth $709K as of Q2 2026.
  • Independent Financial Group sold 900 Allspring Multi-Sector Income Fund shares in Q2 2026, an estimated $8.18K.
  • Allspring Multi-Sector Income Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #830 holding.
  • Independent Financial Group first reported a position in Allspring Multi-Sector Income Fund in Q1 2020 and has held it in 26 quarters since.
  • 70 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.