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 Q2	$562K	Sell	61,031 -2,400	-4%	-$21.8K	0.36%	67
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 $5.28B AUM 14.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morey & Quinn Wealth Partners's ERC Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Allspring Multi-Sector Income Fund (ERC) stake by 3.8% in Q2 2026, selling an estimated $21.8K and leaving 61,031 shares worth $562K. The position accounts for 0.36% of the portfolio, ranked #67.

Morey & Quinn Wealth Partners first reported a position in ERC in Q4 2024 and has held it in 7 quarters since. The position peaked at $608K in Q3 2025. 70 funds tracked by Wall St. Rank hold ERC as of Q2 2026.

Morey & Quinn Wealth Partners held 61,031 shares of Allspring Multi-Sector Income Fund worth $562K as of Q2 2026.
Morey & Quinn Wealth Partners sold 2,400 Allspring Multi-Sector Income Fund shares in Q2 2026, an estimated $21.8K.
Allspring Multi-Sector Income Fund made up 0.36% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #67 holding.
Morey & Quinn Wealth Partners first reported a position in Allspring Multi-Sector Income Fund in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's Allspring Multi-Sector Income Fund position peaked at $608K in Q3 2025.
70 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.