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

Kingsview 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 Q1	–	Sell	-15,150	Closed	-$141K	–	1364
2025 Q4	$141K	Hold	15,150	–	–	﹤0.01%	1201
2025 Q3	$145K	Hold	15,150	–	–	﹤0.01%	1163
2025 Q2	$143K	Hold	15,150	–	–	﹤0.01%	1127
2025 Q1	$140K	Hold	15,150	–	–	﹤0.01%	1055
2024 Q4	$139K	Sell	15,150 -1	-0%	-$9	﹤0.01%	1071
2024 Q3	$145K	Hold	15,151	–	–	﹤0.01%	1057
2024 Q2	$136K	Sell	15,151 -172	-1%	-$1.55K	﹤0.01%	1014
2024 Q1	$143K	Hold	15,323	–	–	﹤0.01%	988
2023 Q4	$145K	Hold	15,323	–	–	﹤0.01%	921
2023 Q3	$139K	Hold	15,323	–	–	0.01%	905
2023 Q2	$142K	Hold	15,323	–	–	0.01%	871
2023 Q1	$140K	Buy	15,323 +173	+1%	+$1.69K	0.01%	844
2022 Q4	$148K	Hold	15,150	–	–	0.01%	805
2022 Q3	$131K	Buy	15,150 +1,250	+9%	+$12.2K	0.01%	785
2022 Q2	$133K	Buy	+13,900	New	+$135K	0.01%	782
2022 Q1	–	Sell	-10,400	Closed	-$137K	–	907
2021 Q4	$137K	Sell	10,400 -3,000	-22%	-$39.9K	0.01%	881
2021 Q3	$181K	Hold	13,400	–	–	0.01%	807
2021 Q2	$173K	Buy	13,400 +400	+3%	+$5.1K	0.01%	833
2021 Q1	$163K	Sell	13,000 -650	-5%	-$8.03K	0.01%	784
2020 Q4	$166K	Hold	13,650	–	–	0.01%	670
2020 Q3	$147K	Buy	+13,650	New	+$154K	0.01%	583

Other funds holding ERC

SIA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

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

Kingsview Wealth Management's ERC Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Allspring Multi-Sector Income Fund (ERC) in Q1 2026, closing a stake of 15,150 shares — an estimated $141K sold.

Kingsview Wealth Management first reported a position in ERC in Q3 2020 and held it in 21 quarters. The position peaked at $181K in Q3 2021. 72 funds tracked by Wall St. Rank hold ERC as of Q1 2026.

Kingsview Wealth Management reported no remaining Allspring Multi-Sector Income Fund position as of Q1 2026 after selling out during the quarter.
Kingsview Wealth Management sold 15,150 Allspring Multi-Sector Income Fund shares in Q1 2026, an estimated $141K.
Kingsview Wealth Management first reported a position in Allspring Multi-Sector Income Fund in Q3 2020 and held it in 21 quarters.
Kingsview Wealth Management's Allspring Multi-Sector Income Fund position peaked at $181K in Q3 2021.
72 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.