MFG
EAD

Merit Financial Group’s Allspring Income Opportunities Fund EAD Stock Holding History

Merit Financial 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 		$147K Buy
22,544
+602
+3% +$3.94K ﹤0.01% 2177
2026
Q1 		$142K Sell
21,942
-287
-1% -$1.94K ﹤0.01% 1982
2025
Q4 		$151K Sell
22,229
-307
-1% -$2.1K ﹤0.01% 1858
2025
Q3 		$158K Sell
22,536
-183
-0.8% -$1.29K ﹤0.01% 1706
2025
Q2 		$160K Buy
22,719
+8,427
+59% +$56.7K ﹤0.01% 1593
2025
Q1 		$97.8K Buy
+14,292
New +$99.6K ﹤0.01% 1358

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

Merit Financial Group's EAD Position: Q2 2026 in Review

Merit Financial Group increased its Allspring Income Opportunities Fund (EAD) stake by 2.7% in Q2 2026, buying an estimated $3.94K and bringing the position to 22,544 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Merit Financial Group first reported a position in EAD in Q1 2025 and has held it in 6 quarters since. The position peaked at $160K in Q2 2025. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • Merit Financial Group held 22,544 shares of Allspring Income Opportunities Fund worth $147K as of Q2 2026.
  • Merit Financial Group bought 602 Allspring Income Opportunities Fund shares in Q2 2026, an estimated $3.94K.
  • Allspring Income Opportunities Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2177 holding.
  • Merit Financial Group first reported a position in Allspring Income Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Allspring Income Opportunities Fund position peaked at $160K in Q2 2025.
  • 99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.