Private Wealth Management Group’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Private Wealth Management Group’s Portfolio ERC Stock Details ERC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-25,260	Closed	-$233K	–	1524
2026 Q2	$233K	Buy	25,260 +24,840	+5,914%	+$226K	0.05%	99
2026 Q1	$3.78K	Buy	+420	New	+$3.89K	﹤0.01%	867

Other funds holding ERC

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Morey & Quinn Wealth Partners Omaha, Nebraska $153M AUM 19.09% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Private Wealth Management Group's ERC Position: Q3 2026 in Review

Private Wealth Management Group sold out of Allspring Multi-Sector Income Fund (ERC) in Q3 2026, closing a stake of 25,260 shares — an estimated $233K sold.

Private Wealth Management Group first reported a position in ERC in Q1 2026 and held it in 2 quarters. The position peaked at $233K in Q2 2026. 21 funds tracked by Wall St. Rank hold ERC as of Q3 2026.

Private Wealth Management Group reported no remaining Allspring Multi-Sector Income Fund position as of Q3 2026 after selling out during the quarter.
Private Wealth Management Group sold 25,260 Allspring Multi-Sector Income Fund shares in Q3 2026, an estimated $233K.
Private Wealth Management Group first reported a position in Allspring Multi-Sector Income Fund in Q1 2026 and held it in 2 quarters.
Private Wealth Management Group's Allspring Multi-Sector Income Fund position peaked at $233K in Q2 2026.
21 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.