IWP
ERH

Innova Wealth Partners’s Allspring Utilities & High Income Fund ERH Stock Holding History

Innova Wealth Partners’s Portfolio ERH Stock Details ERH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,661
Closed -$175K – 109
2024
Q3 		$175K Buy
+15,661
New +$163K 0.14% 81

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Innova Wealth Partners's ERH Position: Q4 2024 in Review

Innova Wealth Partners sold out of Allspring Utilities & High Income Fund (ERH) in Q4 2024, closing a stake of 15,661 shares — an estimated $175K sold.

Innova Wealth Partners first reported a position in ERH in Q3 2024 and held it in 1 quarter. The position peaked at $175K in Q3 2024. 27 funds tracked by Wall St. Rank hold ERH as of Q4 2024.

  • Innova Wealth Partners reported no remaining Allspring Utilities & High Income Fund position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 15,661 Allspring Utilities & High Income Fund shares in Q4 2024, an estimated $175K.
  • Innova Wealth Partners first reported a position in Allspring Utilities & High Income Fund in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's Allspring Utilities & High Income Fund position peaked at $175K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held Allspring Utilities & High Income Fund as of Q4 2024.

Based on Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.