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 $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return