IWM
ERC

Integris Wealth Management’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Integris Wealth Management’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 		$115K Hold
12,500
– – 0.02% 130
2026
Q1 		$116K Hold
12,500
– – 0.03% 123
2025
Q4 		$116K Hold
12,500
– – 0.03% 120
2025
Q3 		$120K Buy
+12,500
New +$119K 0.03% 119

Other funds holding ERC

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

Integris Wealth Management's ERC Position: Q2 2026 in Review

Integris Wealth Management held its Allspring Multi-Sector Income Fund (ERC) position steady in Q2 2026 at 12,500 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #130.

Integris Wealth Management first reported a position in ERC in Q3 2025 and has held it in 4 quarters since. The position peaked at $120K in Q3 2025. 10 funds tracked by Wall St. Rank hold ERC as of Q2 2026.

  • Integris Wealth Management held 12,500 shares of Allspring Multi-Sector Income Fund worth $115K as of Q2 2026.
  • Integris Wealth Management left its Allspring Multi-Sector Income Fund share count unchanged in Q2 2026.
  • Allspring Multi-Sector Income Fund made up 0.02% of Integris Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Integris Wealth Management first reported a position in Allspring Multi-Sector Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Integris Wealth Management's Allspring Multi-Sector Income Fund position peaked at $120K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q2 2026.

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