IFWM
ERH

Institute for Wealth Management’s Allspring Utilities & High Income Fund ERH Stock Holding History

Institute for Wealth Management’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
2026
Q2 		$6.79K Buy
+562
New +$6.81K ﹤0.01% 1409

Other funds holding ERH

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Institute for Wealth Management's ERH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Allspring Utilities & High Income Fund (ERH) in Q2 2026: 562 shares worth $6.79K. The stake represents ﹤0.01% of the portfolio and ranks #1409 among its holdings.

11 funds tracked by Wall St. Rank hold ERH as of Q2 2026.

  • Institute for Wealth Management held 562 shares of Allspring Utilities & High Income Fund worth $6.79K as of Q2 2026.
  • Allspring Utilities & High Income Fund was a new Institute for Wealth Management position in Q2 2026.
  • Allspring Utilities & High Income Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1409 holding.
  • 11 funds tracked by Wall St. Rank held Allspring Utilities & High Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.