MWM
EAD

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

Melfa 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 		$116K Hold
17,923
– – 0.06% 190
2026
Q1 		$116K Hold
17,923
– – 0.07% 186
2025
Q4 		$122K Buy
+17,923
New +$123K 0.07% 194

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

Melfa Wealth Management's EAD Position: Q2 2026 in Review

Melfa Wealth Management held its Allspring Income Opportunities Fund (EAD) position steady in Q2 2026 at 17,923 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #190.

Melfa Wealth Management first reported a position in EAD in Q4 2025 and has held it in 3 quarters since. The position peaked at $122K in Q4 2025. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • Melfa Wealth Management held 17,923 shares of Allspring Income Opportunities Fund worth $116K as of Q2 2026.
  • Melfa Wealth Management left its Allspring Income Opportunities Fund share count unchanged in Q2 2026.
  • Allspring Income Opportunities Fund made up 0.06% of Melfa Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Melfa Wealth Management first reported a position in Allspring Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Melfa Wealth Management's Allspring Income Opportunities Fund position peaked at $122K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.