PFG
EAD

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

Piershale 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
2023
Q2 		$16.3K Buy
2,520
+20
+0.8% +$126 0.01% 87
2023
Q1 		$15.8K Hold
2,500
– – 0.01% 81
2022
Q4 		$16K Buy
+2,500
New +$16.2K 0.01% 78

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Piershale Financial Group's EAD Position: Q2 2023 in Review

Piershale Financial Group increased its Allspring Income Opportunities Fund (EAD) stake by 0.8% in Q2 2023, buying an estimated $126 and bringing the position to 2,520 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #87.

Piershale Financial Group first reported a position in EAD in Q4 2022 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold EAD as of Q2 2023.

  • Piershale Financial Group held 2,520 shares of Allspring Income Opportunities Fund worth $16.3K as of Q2 2023.
  • Piershale Financial Group bought 20 Allspring Income Opportunities Fund shares in Q2 2023, an estimated $126.
  • Allspring Income Opportunities Fund made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #87 holding.
  • Piershale Financial Group first reported a position in Allspring Income Opportunities Fund in Q4 2022 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.