KAS
EAD

KPP Advisory Services’s Allspring Income Opportunities Fund EAD Stock Holding History

KPP Advisory Services’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
2025
Q4 		– Sell
-29,016
Closed -$203K – 332
2025
Q3 		$203K Buy
29,016
+625
+2% +$4.42K 0.03% 322
2025
Q2 		$200K Sell
28,391
-1,369
-5% -$9.21K 0.03% 300
2025
Q1 		$204K Sell
29,760
-901
-3% -$6.28K 0.04% 278
2024
Q4 		$211K Buy
30,661
+578
+2% +$4.02K 0.05% 241
2024
Q3 		$214K Buy
30,083
+572
+2% +$3.97K 0.05% 240
2024
Q2 		$195K Sell
29,511
-4,480
-13% -$29.3K 0.05% 227
2024
Q1 		$226K Buy
33,991
+23,756
+232% +$158K 0.06% 221
2023
Q4 		$66.7K Sell
10,235
-28,436
-74% -$175K 0.06% 125
2023
Q3 		$236K Buy
+38,671
New +$245K 0.08% 181

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KPP Advisory Services's EAD Position: Q4 2025 in Review

KPP Advisory Services sold out of Allspring Income Opportunities Fund (EAD) in Q4 2025, closing a stake of 29,016 shares — an estimated $203K sold.

KPP Advisory Services first reported a position in EAD in Q3 2023 and held it in 9 quarters. The position peaked at $236K in Q3 2023. 85 funds tracked by Wall St. Rank hold EAD as of Q4 2025.

  • KPP Advisory Services reported no remaining Allspring Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • KPP Advisory Services sold 29,016 Allspring Income Opportunities Fund shares in Q4 2025, an estimated $203K.
  • KPP Advisory Services first reported a position in Allspring Income Opportunities Fund in Q3 2023 and held it in 9 quarters.
  • KPP Advisory Services's Allspring Income Opportunities Fund position peaked at $236K in Q3 2023.
  • 85 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2025.

Based on KPP Advisory Services's 13F filing for Q4 2025, filed 2 Feb 2026.