Luken Investment Analytics’s Allspring Income Opportunities Fund EAD Stock Holding History

Luken Investment Analytics’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	$929K	Buy	143,441 +1,963	+1%	+$13.2K	0.36%	33
2025 Q4	$959K	Buy	141,478 +2,244	+2%	+$15.4K	0.38%	29
2025 Q3	$976K	Buy	139,234 +6,266	+5%	+$44.3K	0.38%	30
2025 Q2	$939K	Buy	132,968 +90,929	+216%	+$612K	0.41%	30
2025 Q1	$288K	Hold	42,039	–	–	0.13%	41
2024 Q4	$290K	Hold	42,039	–	–	0.13%	41
2024 Q3	$300K	Hold	42,039	–	–	0.14%	43
2024 Q2	$278K	Hold	42,039	–	–	0.14%	44
2024 Q1	$279K	Sell	42,039 -12,763	-23%	-$84.7K	0.14%	41
2023 Q4	$357K	Sell	54,802 -120,792	-69%	-$743K	0.19%	35
2023 Q3	$1.07M	Buy	175,594 +90,071	+105%	+$570K	0.62%	23
2023 Q2	$552K	Buy	85,523 +2,938	+4%	+$18.6K	0.31%	27
2023 Q1	$523K	Buy	82,585 +70,585	+588%	+$464K	0.31%	26
2022 Q4	$76.7K	Buy	+12,000	New	+$77.9K	0.05%	60

Other funds holding EAD

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 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Luken Investment Analytics's EAD Position: Q1 2026 in Review

Luken Investment Analytics increased its Allspring Income Opportunities Fund (EAD) stake by 1.4% in Q1 2026, buying an estimated $13.2K and bringing the position to 143,441 shares worth $929K. The position accounts for 0.36% of the portfolio, ranked #33.

Luken Investment Analytics first reported a position in EAD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q3 2023. 92 funds tracked by Wall St. Rank hold EAD as of Q1 2026.

Luken Investment Analytics held 143,441 shares of Allspring Income Opportunities Fund worth $929K as of Q1 2026.
Luken Investment Analytics bought 1,963 Allspring Income Opportunities Fund shares in Q1 2026, an estimated $13.2K.
Allspring Income Opportunities Fund made up 0.36% of Luken Investment Analytics's portfolio in Q1 2026, its #33 holding.
Luken Investment Analytics first reported a position in Allspring Income Opportunities Fund in Q4 2022 and has held it in 14 quarters since.
Luken Investment Analytics's Allspring Income Opportunities Fund position peaked at $1.07M in Q3 2023.
92 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2026.

Based on Luken Investment Analytics's 13F filing for Q1 2026, filed 12 May 2026.