PWMG
ERC

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
Q2 		$233K Buy
25,260
+24,840
+5,914% +$226K 0.05% 99
2026
Q1 		$3.79K Buy
+420
New +$3.89K ﹤0.01% 867

Other funds holding ERC

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Wealth Management Group's ERC Position: Q2 2026 in Review

Private Wealth Management Group increased its Allspring Multi-Sector Income Fund (ERC) stake by 5,914% in Q2 2026, buying an estimated $226K and bringing the position to 25,260 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #99.

Private Wealth Management Group first reported a position in ERC in Q1 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold ERC as of Q2 2026.

  • Private Wealth Management Group held 25,260 shares of Allspring Multi-Sector Income Fund worth $233K as of Q2 2026.
  • Private Wealth Management Group bought 24,840 Allspring Multi-Sector Income Fund shares in Q2 2026, an estimated $226K.
  • Allspring Multi-Sector Income Fund made up 0.05% of Private Wealth Management Group's portfolio in Q2 2026, its #99 holding.
  • Private Wealth Management Group first reported a position in Allspring Multi-Sector Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.