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
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 $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return