SWM
EAD

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

SeaCrest Wealth Management’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
2023
Q1 		– Sell
-14,893
Closed -$95.2K – 646
2022
Q4 		$95.2K Buy
14,893
+1,350
+10% +$8.77K 0.01% 614
2022
Q3 		$84K Sell
13,543
-894
-6% -$6.09K 0.01% 603
2022
Q2 		$94K Buy
14,437
+535
+4% +$3.86K 0.01% 885
2022
Q1 		$110K Sell
13,902
-51
-0.4% -$415 0.01% 692
2021
Q4 		$128K Sell
13,953
-122
-0.9% -$1.08K 0.01% 678
2021
Q3 		$124K Sell
14,075
-4,027
-22% -$36K 0.02% 651
2021
Q2 		$159K Sell
18,102
-1,590
-8% -$13.7K 0.02% 661
2021
Q1 		$166K Buy
19,692
+719
+4% +$5.94K 0.02% 627
2020
Q4 		$155K Sell
18,973
-426
-2% -$3.28K 0.02% 593
2020
Q3 		$142K Buy
19,399
+964
+5% +$7.12K 0.02% 549
2020
Q2 		$129K Buy
18,435
+1,001
+6% +$6.87K 0.02% 522
2020
Q1 		$111K Buy
17,434
+1,687
+11% +$13.1K 0.02% 470
2019
Q4 		$133K Sell
15,747
-2,350
-13% -$19.5K 0.02% 535
2019
Q3 		$149K Sell
18,097
-2,003
-10% -$16.4K 0.03% 514
2019
Q2 		$166K Sell
20,100
-352
-2% -$2.82K 0.03% 476
2019
Q1 		$161K Buy
20,452
+4,432
+28% +$34.2K 0.03% 531
2018
Q4 		$116K Buy
16,020
+11,483
+253% +$87K 0.02% 606
2018
Q3 		$36K Hold
4,537
– – 0.01% 1132
2018
Q2 		$36K Hold
4,537
– – 0.01% 1114
2018
Q1 		$36K Hold
4,537
– – 0.01% 1087
2017
Q4 		$38K Buy
+4,537
New +$38.5K 0.01% 1071

Other funds holding EAD

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SeaCrest Wealth Management's EAD Position: Q1 2023 in Review

SeaCrest Wealth Management sold out of Allspring Income Opportunities Fund (EAD) in Q1 2023, closing a stake of 14,893 shares — an estimated $95.2K sold.

SeaCrest Wealth Management first reported a position in EAD in Q4 2017 and held it in 21 quarters. The position peaked at $166K in Q1 2021. 77 funds tracked by Wall St. Rank hold EAD as of Q1 2023.

  • SeaCrest Wealth Management reported no remaining Allspring Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 14,893 Allspring Income Opportunities Fund shares in Q1 2023, an estimated $95.2K.
  • SeaCrest Wealth Management first reported a position in Allspring Income Opportunities Fund in Q4 2017 and held it in 21 quarters.
  • SeaCrest Wealth Management's Allspring Income Opportunities Fund position peaked at $166K in Q1 2021.
  • 77 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2023.

Based on SeaCrest Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.