MCM
EAD

MAI Capital Management’s Allspring Income Opportunities Fund EAD Stock Holding History

MAI Capital Management’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
-3,181
Closed -$22.3K – 4390
2025
Q3 		$22.3K Buy
3,181
+71
+2% +$502 ﹤0.01% 2357
2025
Q2 		$22K Buy
3,110
+72
+2% +$485 ﹤0.01% 2312
2025
Q1 		$20.8K Buy
3,038
+68
+2% +$474 ﹤0.01% 2165
2024
Q4 		$20.5K Buy
+2,970
New +$20.6K ﹤0.01% 2211

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAI Capital Management's EAD Position: Q4 2025 in Review

MAI Capital Management sold out of Allspring Income Opportunities Fund (EAD) in Q4 2025, closing a stake of 3,181 shares — an estimated $22.3K sold.

MAI Capital Management first reported a position in EAD in Q4 2024 and held it in 4 quarters. The position peaked at $22.3K in Q3 2025. 85 funds tracked by Wall St. Rank hold EAD as of Q4 2025.

  • MAI Capital Management reported no remaining Allspring Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 3,181 Allspring Income Opportunities Fund shares in Q4 2025, an estimated $22.3K.
  • MAI Capital Management first reported a position in Allspring Income Opportunities Fund in Q4 2024 and held it in 4 quarters.
  • MAI Capital Management's Allspring Income Opportunities Fund position peaked at $22.3K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.