PS
EAD

Principal Securities’s Allspring Income Opportunities Fund EAD Stock Holding History

Principal Securities’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 		$1.24M Buy
190,103
+16,561
+10% +$108K 0.01% 710
2026
Q1 		$1.12M Buy
173,542
+5,195
+3% +$35K 0.02% 691
2025
Q4 		$1.14M Buy
168,347
+3,986
+2% +$27.3K 0.02% 659
2025
Q3 		$1.15M Buy
164,361
+3,179
+2% +$22.5K 0.02% 628
2025
Q2 		$1.14M Buy
161,182
+5,182
+3% +$34.9K 0.02% 573
2025
Q1 		$1.07M Hold
156,000
– – 0.02% 531
2024
Q4 		$1.07M Buy
156,000
+4,429
+3% +$30.8K 0.02% 528
2024
Q3 		$1.08M Sell
151,571
-64,984
-30% -$451K 0.03% 502
2024
Q2 		$1.43M Buy
216,555
+18,720
+9% +$123K 0.04% 387
2024
Q1 		$1.31M Buy
197,835
+7,795
+4% +$51.7K 0.04% 384
2023
Q4 		$1.24M Buy
+190,040
New +$1.17M 0.05% 351

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

Principal Securities's EAD Position: Q2 2026 in Review

Principal Securities increased its Allspring Income Opportunities Fund (EAD) stake by 9.5% in Q2 2026, buying an estimated $108K and bringing the position to 190,103 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #710.

Principal Securities first reported a position in EAD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q2 2024. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • Principal Securities held 190,103 shares of Allspring Income Opportunities Fund worth $1.24M as of Q2 2026.
  • Principal Securities bought 16,561 Allspring Income Opportunities Fund shares in Q2 2026, an estimated $108K.
  • Allspring Income Opportunities Fund made up 0.01% of Principal Securities's portfolio in Q2 2026, its #710 holding.
  • Principal Securities first reported a position in Allspring Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Allspring Income Opportunities Fund position peaked at $1.43M in Q2 2024.
  • 99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.