PI
EAD

PFG Investments’s Allspring Income Opportunities Fund EAD Stock Holding History

PFG Investments’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 		$454K Buy
69,985
+90
+0.1% +$607 0.02% 647
2025
Q4 		$474K Buy
69,895
+12,592
+22% +$86.3K 0.02% 592
2025
Q3 		$402K Sell
57,303
-1,916
-3% -$13.5K 0.02% 640
2025
Q2 		$418K Buy
59,219
+15,885
+37% +$107K 0.02% 590
2025
Q1 		$296K Sell
43,334
-1,083
-2% -$7.55K 0.02% 716
2024
Q4 		$306K Sell
44,417
-8,420
-16% -$58.5K 0.02% 697
2024
Q3 		$377K Buy
52,837
+146
+0.3% +$1.01K 0.02% 602
2024
Q2 		$349K Sell
52,691
-198
-0.4% -$1.3K 0.02% 587
2024
Q1 		$351K Buy
+52,889
New +$351K 0.02% 675

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 $653B AUM 32.41% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B 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 $287M AUM 1.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return