Marks Group Wealth Management’s Allspring Income Opportunities Fund EAD Stock Holding History

Marks Group Wealth 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
2026 Q2	$1.06M	Hold	162,945	–	–	0.09%	198
2026 Q1	$1.06M	Sell	162,945 -13,495	-8%	-$91K	0.1%	188
2025 Q4	$1.2M	Hold	176,440	–	–	0.11%	174
2025 Q3	$1.24M	Hold	176,440	–	–	0.11%	163
2025 Q2	$1.25M	Hold	176,440	–	–	0.12%	163
2025 Q1	$1.21M	Hold	176,440	–	–	0.12%	170
2024 Q4	$1.22M	Hold	176,440	–	–	0.12%	158
2024 Q3	$1.26M	Buy	176,440 +772	+0.4%	+$5.36K	0.12%	162
2024 Q2	$1.16M	Buy	175,668 +7,909	+5%	+$51.8K	0.12%	164
2024 Q1	$1.11M	Hold	167,759	–	–	0.12%	162
2023 Q4	$1.09M	Hold	167,759	–	–	0.12%	160
2023 Q3	$1.02M	Hold	167,759	–	–	0.13%	158
2023 Q2	$1.08M	Hold	167,759	–	–	0.13%	156
2023 Q1	$1.06M	Sell	167,759 -6,332	-4%	-$41.6K	0.14%	154
2022 Q4	$1.11M	Buy	174,091 +8,846	+5%	+$57.4K	0.15%	154
2022 Q3	$1.02M	Hold	165,245	–	–	0.16%	150
2022 Q2	$1.07M	Buy	165,245 +2,300	+1%	+$16.6K	0.15%	151
2022 Q1	$1.29M	Hold	162,945	–	–	0.16%	139
2021 Q4	$1.49M	Hold	162,945	–	–	0.18%	127
2021 Q3	$1.43M	Hold	162,945	–	–	0.19%	129
2021 Q2	$1.43M	Hold	162,945	–	–	0.2%	131
2021 Q1	$1.38M	Hold	162,945	–	–	0.2%	127
2020 Q4	$1.33M	Hold	162,945	–	–	0.21%	127
2020 Q3	$1.19M	Hold	162,945	–	–	0.21%	127
2020 Q2	$1.14M	Buy	+162,945	New	+$1.12M	0.23%	119

Other funds holding EAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marks Group Wealth Management's EAD Position: Q2 2026 in Review

Marks Group Wealth Management held its Allspring Income Opportunities Fund (EAD) position steady in Q2 2026 at 162,945 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #198.

Marks Group Wealth Management first reported a position in EAD in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.49M in Q4 2021. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

Marks Group Wealth Management held 162,945 shares of Allspring Income Opportunities Fund worth $1.06M as of Q2 2026.
Marks Group Wealth Management left its Allspring Income Opportunities Fund share count unchanged in Q2 2026.
Allspring Income Opportunities Fund made up 0.09% of Marks Group Wealth Management's portfolio in Q2 2026, its #198 holding.
Marks Group Wealth Management first reported a position in Allspring Income Opportunities Fund in Q2 2020 and has held it in 25 quarters since.
Marks Group Wealth Management's Allspring Income Opportunities Fund position peaked at $1.49M in Q4 2021.
99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.