NAS
EAD

NWF Advisory Services’s Allspring Income Opportunities Fund EAD Stock Holding History

NWF Advisory Services’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 		$112K Hold
17,300
– – 0.01% 386
2025
Q4 		$117K Hold
17,300
– – 0.01% 385
2025
Q3 		$121K Buy
17,300
+1,000
+6% +$7.07K 0.01% 395
2025
Q2 		$115K Hold
16,300
– – 0.01% 395
2025
Q1 		$111K Buy
+16,300
New +$114K 0.02% 345

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 $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B 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 $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWF Advisory Services's EAD Position: Q1 2026 in Review

NWF Advisory Services held its Allspring Income Opportunities Fund (EAD) position steady in Q1 2026 at 17,300 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #386.

NWF Advisory Services first reported a position in EAD in Q1 2025 and has held it in 5 quarters since. The position peaked at $121K in Q3 2025. 92 funds tracked by Wall St. Rank hold EAD as of Q1 2026.

  • NWF Advisory Services held 17,300 shares of Allspring Income Opportunities Fund worth $112K as of Q1 2026.
  • NWF Advisory Services left its Allspring Income Opportunities Fund share count unchanged in Q1 2026.
  • Allspring Income Opportunities Fund made up 0.01% of NWF Advisory Services's portfolio in Q1 2026, its #386 holding.
  • NWF Advisory Services first reported a position in Allspring Income Opportunities Fund in Q1 2025 and has held it in 5 quarters since.
  • NWF Advisory Services's Allspring Income Opportunities Fund position peaked at $121K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.