Peak Planning Group’s Allspring Income Opportunities Fund EAD Stock Holding History

Peak Planning 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
2026 Q2	$7.09M	Sell	1,090,407 -52,359	-5%	-$342K	1.6%	17
2026 Q1	$7.41M	Sell	1,142,766 -46,322	-4%	-$312K	2.05%	13
2025 Q4	$8.06M	Buy	+1,189,088	New	+$8.15M	2.26%	12
2025 Q2	–	Sell	-782,407	Closed	-$5.35M	–	100
2025 Q1	$5.35M	Buy	782,407 +67,725	+9%	+$472K	2.25%	11
2024 Q4	$4.92M	Buy	714,682 +16,789	+2%	+$117K	2.05%	11
2024 Q3	$4.98M	Buy	697,893 +129,185	+23%	+$897K	2.18%	12
2024 Q2	$3.76M	Buy	568,708 +253,217	+80%	+$1.66M	1.85%	14
2024 Q1	$2.09M	Buy	+315,491	New	+$2.09M	1.31%	18

Other funds holding EAD

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SFS

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

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Peak Planning Group's EAD Position: Q2 2026 in Review

Peak Planning Group reduced its Allspring Income Opportunities Fund (EAD) stake by 4.6% in Q2 2026, selling an estimated $342K and leaving 1,090,407 shares worth $7.09M. The position accounts for 1.6% of the portfolio, ranked #17.

Peak Planning Group first reported a position in EAD in Q1 2024 and has held it in 8 quarters since. The position peaked at $8.06M in Q4 2025. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

Peak Planning Group held 1,090,407 shares of Allspring Income Opportunities Fund worth $7.09M as of Q2 2026.
Peak Planning Group sold 52,359 Allspring Income Opportunities Fund shares in Q2 2026, an estimated $342K.
Allspring Income Opportunities Fund made up 1.6% of Peak Planning Group's portfolio in Q2 2026, its #17 holding.
Peak Planning Group first reported a position in Allspring Income Opportunities Fund in Q1 2024 and has held it in 8 quarters since.
Peak Planning Group's Allspring Income Opportunities Fund position peaked at $8.06M in Q4 2025.
99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.