PWPS
EAD

Pinnacle Wealth Planning Services’s Allspring Income Opportunities Fund EAD Stock Holding History

Pinnacle Wealth Planning Services’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 		$42.1K Sell
6,502
-664
-9% -$4.48K ﹤0.01% 1291
2025
Q4 		$48.6K Buy
+7,166
New +$49.1K 0.01% 1215
2022
Q1 		– Sell
-10,012
Closed -$92K – 446
2021
Q4 		$92K Sell
10,012
-333
-3% -$2.95K 0.02% 402
2021
Q3 		$91K Sell
10,345
-15
-0.1% -$134 0.02% 359
2021
Q2 		$91K Sell
10,360
-8
-0.1% -$69 0.02% 345
2021
Q1 		$88K Sell
10,368
-179
-2% -$1.48K 0.02% 327
2020
Q4 		$86K Buy
+10,547
New +$81.1K 0.02% 537

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