PFS
ERH

Prospera Financial Services’s Allspring Utilities & High Income Fund ERH Stock Holding History

Prospera Financial Services’s Portfolio ERH Stock Details ERH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,000
Closed -$28K – 1892
2022
Q1 		$28K Buy
+2,000
New +$27.2K ﹤0.01% 1604
2020
Q4 		– Sell
-2,000
Closed -$24K – 919
2020
Q3 		$24K Buy
+2,000
New +$25.5K 0.01% 845

Other funds holding ERH

BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Prospera Financial Services's ERH Position: Q2 2022 in Review

Prospera Financial Services sold out of Allspring Utilities & High Income Fund (ERH) in Q2 2022, closing a stake of 2,000 shares — an estimated $28K sold.

Prospera Financial Services first reported a position in ERH in Q3 2020 and held it in 2 quarters. The position peaked at $28K in Q1 2022. 23 funds tracked by Wall St. Rank hold ERH as of Q2 2022.

  • Prospera Financial Services reported no remaining Allspring Utilities & High Income Fund position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 2,000 Allspring Utilities & High Income Fund shares in Q2 2022, an estimated $28K.
  • Prospera Financial Services first reported a position in Allspring Utilities & High Income Fund in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's Allspring Utilities & High Income Fund position peaked at $28K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held Allspring Utilities & High Income Fund as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.