MQWP
ERC

Morey & Quinn Wealth Partners’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Morey & Quinn Wealth Partners’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$572K Hold
63,431
– – 0.41% 61
2025
Q4 		$590K Hold
63,431
– – 0.42% 58
2025
Q3 		$608K Sell
63,431
-20
-0% -$190 0.45% 52
2025
Q2 		$600K Hold
63,451
– – 0.48% 50
2025
Q1 		$585K Buy
63,451
+3,112
+5% +$28.8K 0.48% 49
2024
Q4 		$555K Buy
+60,339
New +$552K 0.47% 49

Other funds holding ERC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morey & Quinn Wealth Partners's ERC Position: Q1 2026 in Review

Morey & Quinn Wealth Partners held its Allspring Multi-Sector Income Fund (ERC) position steady in Q1 2026 at 63,431 shares worth $572K. The position accounts for 0.41% of the portfolio, ranked #61.

Morey & Quinn Wealth Partners first reported a position in ERC in Q4 2024 and has held it in 6 quarters since. The position peaked at $608K in Q3 2025. 72 funds tracked by Wall St. Rank hold ERC as of Q1 2026.

  • Morey & Quinn Wealth Partners held 63,431 shares of Allspring Multi-Sector Income Fund worth $572K as of Q1 2026.
  • Morey & Quinn Wealth Partners left its Allspring Multi-Sector Income Fund share count unchanged in Q1 2026.
  • Allspring Multi-Sector Income Fund made up 0.41% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #61 holding.
  • Morey & Quinn Wealth Partners first reported a position in Allspring Multi-Sector Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Morey & Quinn Wealth Partners's Allspring Multi-Sector Income Fund position peaked at $608K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.