Kingsview Wealth Management’s Allspring Income Opportunities Fund EAD Stock Holding History

Kingsview Wealth Management’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
2021 Q3	–	Sell	-21,625	Closed	-$191K	–	912
2021 Q2	$191K	Sell	21,625 -833	-4%	-$7.2K	0.01%	830
2021 Q1	$190K	Sell	22,458 -3,895	-15%	-$32.2K	0.01%	779
2020 Q4	$215K	Sell	26,353 -41,449	-61%	-$319K	0.02%	629
2020 Q3	$495K	Buy	67,802 +5,976	+10%	+$44.2K	0.04%	364
2020 Q2	$434K	Buy	+61,826	New	+$424K	0.04%	356

Other funds holding EAD

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Kingsview Wealth Management's EAD Position: Q3 2021 in Review

Kingsview Wealth Management sold out of Allspring Income Opportunities Fund (EAD) in Q3 2021, closing a stake of 21,625 shares — an estimated $191K sold.

Kingsview Wealth Management first reported a position in EAD in Q2 2020 and held it in 5 quarters. The position peaked at $495K in Q3 2020. 70 funds tracked by Wall St. Rank hold EAD as of Q3 2021.

Kingsview Wealth Management reported no remaining Allspring Income Opportunities Fund position as of Q3 2021 after selling out during the quarter.
Kingsview Wealth Management sold 21,625 Allspring Income Opportunities Fund shares in Q3 2021, an estimated $191K.
Kingsview Wealth Management first reported a position in Allspring Income Opportunities Fund in Q2 2020 and held it in 5 quarters.
Kingsview Wealth Management's Allspring Income Opportunities Fund position peaked at $495K in Q3 2020.
70 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q3 2021.

Based on Kingsview Wealth Management's 13F filing for Q3 2021, filed 3 Dec 2021.