Lido Advisors
EAD

Lido Advisors’s Allspring Income Opportunities Fund EAD Stock Holding History

Lido Advisors’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
2026
Q2 		$438K Buy
66,816
+36
+0.1% +$235 ﹤0.01% 1552
2026
Q1 		$436K Buy
66,780
+1,464
+2% +$9.87K ﹤0.01% 1373
2025
Q4 		$461K Hold
65,316
– – ﹤0.01% 1331
2025
Q3 		$461K Buy
65,316
+9,155
+16% +$64.7K ﹤0.01% 1267
2025
Q2 		$400K Hold
56,161
– – ﹤0.01% 1197
2025
Q1 		$387K Hold
56,161
– – ﹤0.01% 1105
2024
Q4 		$390K Hold
56,161
– – ﹤0.01% 1090
2024
Q3 		$400K Sell
56,161
-1,100
-2% -$7.64K ﹤0.01% 1037
2024
Q2 		$382K Buy
57,261
+1,100
+2% +$7.2K ﹤0.01% 1019
2024
Q1 		$376K Hold
56,161
– – ﹤0.01% 987
2023
Q4 		$369K Buy
+56,161
New +$345K ﹤0.01% 955

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors's EAD Position: Q2 2026 in Review

Lido Advisors increased its Allspring Income Opportunities Fund (EAD) stake by 0.05% in Q2 2026, buying an estimated $235 and bringing the position to 66,816 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Lido Advisors first reported a position in EAD in Q4 2023 and has held it in 11 quarters since. The position peaked at $461K in Q4 2025. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • Lido Advisors held 66,816 shares of Allspring Income Opportunities Fund worth $438K as of Q2 2026.
  • Lido Advisors bought 36 Allspring Income Opportunities Fund shares in Q2 2026, an estimated $235.
  • Allspring Income Opportunities Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1552 holding.
  • Lido Advisors first reported a position in Allspring Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
  • Lido Advisors's Allspring Income Opportunities Fund position peaked at $461K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.