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Mather Group’s Allspring Income Opportunities Fund EAD Stock Holding History

Mather Group’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 		– Sell
-54
Closed -$350 – 1927
2026
Q1 		$350 Buy
+54
New +$364 ﹤0.01% 1822

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group's EAD Position: Q2 2026 in Review

Mather Group sold out of Allspring Income Opportunities Fund (EAD) in Q2 2026, closing a stake of 54 shares — an estimated $350 sold.

Mather Group first reported a position in EAD in Q1 2026 and held it in 1 quarter. The position peaked at $350 in Q1 2026. 98 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • Mather Group reported no remaining Allspring Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Mather Group sold 54 Allspring Income Opportunities Fund shares in Q2 2026, an estimated $350.
  • Mather Group first reported a position in Allspring Income Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Mather Group's Allspring Income Opportunities Fund position peaked at $350 in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.