OCM
ERC

Osbon Capital Management’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Osbon Capital Management’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 		– Sell
-280
Closed -$2.52K – 459
2026
Q1 		$2.52K Buy
+280
New +$2.59K ﹤0.01% 410

Other funds holding ERC

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osbon Capital Management's ERC Position: Q2 2026 in Review

Osbon Capital Management sold out of Allspring Multi-Sector Income Fund (ERC) in Q2 2026, closing a stake of 280 shares — an estimated $2.52K sold.

Osbon Capital Management first reported a position in ERC in Q1 2026 and held it in 1 quarter. The position peaked at $2.52K in Q1 2026. 70 funds tracked by Wall St. Rank hold ERC as of Q2 2026.

  • Osbon Capital Management reported no remaining Allspring Multi-Sector Income Fund position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 280 Allspring Multi-Sector Income Fund shares in Q2 2026, an estimated $2.52K.
  • Osbon Capital Management first reported a position in Allspring Multi-Sector Income Fund in Q1 2026 and held it in 1 quarter.
  • Osbon Capital Management's Allspring Multi-Sector Income Fund position peaked at $2.52K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.