Raymond James Financial
EAD

Raymond James Financial’s Allspring Income Opportunities Fund EAD Stock Holding History

Raymond James Financial’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 		$570K Sell
87,992
-326
-0.4% -$2.2K ﹤0.01% 4268
2025
Q4 		$599K Buy
88,318
+19,465
+28% +$133K ﹤0.01% 4139
2025
Q3 		$483K Sell
68,853
-1,086
-2% -$7.67K ﹤0.01% 4137
2025
Q2 		$494K Sell
69,939
-5,600
-7% -$37.7K ﹤0.01% 4011
2025
Q1 		$517K Buy
75,539
+2,124
+3% +$14.8K ﹤0.01% 3923
2024
Q4 		$506K Buy
+73,415
New +$510K ﹤0.01% 3900

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's EAD Position: Q1 2026 in Review

Raymond James Financial reduced its Allspring Income Opportunities Fund (EAD) stake by 0.37% in Q1 2026, selling an estimated $2.2K and leaving 87,992 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #4268.

Raymond James Financial first reported a position in EAD in Q4 2024 and has held it in 6 quarters since. The position peaked at $599K in Q4 2025. 92 funds tracked by Wall St. Rank hold EAD as of Q1 2026.

  • Raymond James Financial held 87,992 shares of Allspring Income Opportunities Fund worth $570K as of Q1 2026.
  • Raymond James Financial sold 326 Allspring Income Opportunities Fund shares in Q1 2026, an estimated $2.2K.
  • Allspring Income Opportunities Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4268 holding.
  • Raymond James Financial first reported a position in Allspring Income Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Allspring Income Opportunities Fund position peaked at $599K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.