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 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 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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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.