Lido Advisors

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

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

Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return