LFA
EAD

Livelsberger Financial Advisory’s Allspring Income Opportunities Fund EAD Stock Holding History

Livelsberger Financial Advisory’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
2024
Q1 		– Sell
-1,295
Closed -$8.44K – 65
2023
Q4 		$8.44K Buy
+1,295
New +$7.97K 0.01% 310

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Livelsberger Financial Advisory's EAD Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of Allspring Income Opportunities Fund (EAD) in Q1 2024, closing a stake of 1,295 shares — an estimated $8.44K sold.

Livelsberger Financial Advisory first reported a position in EAD in Q4 2023 and held it in 1 quarter. The position peaked at $8.44K in Q4 2023. 76 funds tracked by Wall St. Rank hold EAD as of Q1 2024.

  • Livelsberger Financial Advisory reported no remaining Allspring Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 1,295 Allspring Income Opportunities Fund shares in Q1 2024, an estimated $8.44K.
  • Livelsberger Financial Advisory first reported a position in Allspring Income Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • Livelsberger Financial Advisory's Allspring Income Opportunities Fund position peaked at $8.44K in Q4 2023.
  • 76 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.