OFG
EAD

OTA Financial Group’s Allspring Income Opportunities Fund EAD Stock Holding History

OTA 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
2022
Q3 		– Sell
-68,766
Closed -$446K – 113
2022
Q2 		$446K Buy
+68,766
New +$497K 0.21% 37
2018
Q1 		– Sell
-52,058
Closed -$437K – 66
2017
Q4 		$437K Buy
+52,058
New +$442K 0.17% 45

Other funds holding EAD

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

OTA Financial Group's EAD Position: Q3 2022 in Review

OTA Financial Group sold out of Allspring Income Opportunities Fund (EAD) in Q3 2022, closing a stake of 68,766 shares — an estimated $446K sold.

OTA Financial Group first reported a position in EAD in Q4 2017 and held it in 2 quarters. The position peaked at $446K in Q2 2022. 75 funds tracked by Wall St. Rank hold EAD as of Q3 2022.

  • OTA Financial Group reported no remaining Allspring Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • OTA Financial Group sold 68,766 Allspring Income Opportunities Fund shares in Q3 2022, an estimated $446K.
  • OTA Financial Group first reported a position in Allspring Income Opportunities Fund in Q4 2017 and held it in 2 quarters.
  • OTA Financial Group's Allspring Income Opportunities Fund position peaked at $446K in Q2 2022.
  • 75 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q3 2022.

Based on OTA Financial Group's 13F filing for Q3 2022, filed 17 Oct 2022.