Jones Financial Companies
EAD

Jones Financial Companies’s Allspring Income Opportunities Fund EAD Stock Holding History

Jones Financial Companies’s Portfolio EAD Stock Details EAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-144
Closed -$906 – 5035
2026
Q1 		$906 Buy
+144
New +$971 ﹤0.01% 4371
2025
Q3 		– Sell
-11,850
Closed -$83.4K – 4268
2025
Q2 		$83.4K Buy
+11,850
New +$79.8K ﹤0.01% 2010

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies's EAD Position: Q2 2026 in Review

Jones Financial Companies sold out of Allspring Income Opportunities Fund (EAD) in Q2 2026, closing a stake of 144 shares — an estimated $906 sold.

Jones Financial Companies first reported a position in EAD in Q2 2025 and held it in 2 quarters. The position peaked at $83.4K in Q2 2025. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • Jones Financial Companies reported no remaining Allspring Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 144 Allspring Income Opportunities Fund shares in Q2 2026, an estimated $906.
  • Jones Financial Companies first reported a position in Allspring Income Opportunities Fund in Q2 2025 and held it in 2 quarters.
  • Jones Financial Companies's Allspring Income Opportunities Fund position peaked at $83.4K in Q2 2025.
  • 99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.