PWMG
EAD

Private Wealth Management Group’s Allspring Income Opportunities Fund EAD Stock Holding History

Private Wealth Management 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
2026
Q1 		– Sell
-200
Closed -$1.36K – 1470
2025
Q4 		$1.36K Buy
+200
New +$1.37K ﹤0.01% 1192

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Wealth Management Group's EAD Position: Q1 2026 in Review

Private Wealth Management Group sold out of Allspring Income Opportunities Fund (EAD) in Q1 2026, closing a stake of 200 shares — an estimated $1.36K sold.

Private Wealth Management Group first reported a position in EAD in Q4 2025 and held it in 1 quarter. The position peaked at $1.36K in Q4 2025. 92 funds tracked by Wall St. Rank hold EAD as of Q1 2026.

  • Private Wealth Management Group reported no remaining Allspring Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 200 Allspring Income Opportunities Fund shares in Q1 2026, an estimated $1.36K.
  • Private Wealth Management Group first reported a position in Allspring Income Opportunities Fund in Q4 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Allspring Income Opportunities Fund position peaked at $1.36K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.