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
Q2 		$456K Buy
70,081
+96
+0.1% +$627 0.02% 720
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 $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
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
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 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
Cohen & Steers
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFG Investments's EAD Position: Q2 2026 in Review

PFG Investments increased its Allspring Income Opportunities Fund (EAD) stake by 0.14% in Q2 2026, buying an estimated $627 and bringing the position to 70,081 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #720.

PFG Investments first reported a position in EAD in Q1 2024 and has held it in 10 quarters since. The position peaked at $474K in Q4 2025. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • PFG Investments held 70,081 shares of Allspring Income Opportunities Fund worth $456K as of Q2 2026.
  • PFG Investments bought 96 Allspring Income Opportunities Fund shares in Q2 2026, an estimated $627.
  • Allspring Income Opportunities Fund made up 0.02% of PFG Investments's portfolio in Q2 2026, its #720 holding.
  • PFG Investments first reported a position in Allspring Income Opportunities Fund in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Allspring Income Opportunities Fund position peaked at $474K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.