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 Q2	$42.2K	Sell	6,496 -6	-0.1%	-$39	﹤0.01%	1397
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 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

PPG

Peak Planning Group Centennial, Colorado $443M AUM 37.39% 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

Pinnacle Wealth Planning Services's EAD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Allspring Income Opportunities Fund (EAD) stake by 0.09% in Q2 2026, selling an estimated $39 and leaving 6,496 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Pinnacle Wealth Planning Services first reported a position in EAD in Q4 2020 and has held it in 8 quarters since. The position peaked at $92K in Q4 2021. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

Pinnacle Wealth Planning Services held 6,496 shares of Allspring Income Opportunities Fund worth $42.2K as of Q2 2026.
Pinnacle Wealth Planning Services sold 6 Allspring Income Opportunities Fund shares in Q2 2026, an estimated $39.
Allspring Income Opportunities Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1397 holding.
Pinnacle Wealth Planning Services first reported a position in Allspring Income Opportunities Fund in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Allspring Income Opportunities Fund position peaked at $92K in Q4 2021.
99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.