SBIA
EAD

Sheaff Brock Investment Advisors’s Allspring Income Opportunities Fund EAD Stock Holding History

Sheaff Brock Investment Advisors’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
2025
Q1 		$112K Buy
16,410
+44
+0.3% +$307 0.01% 433
2024
Q4 		$113K Buy
16,366
+109
+0.7% +$758 0.01% 431
2024
Q3 		$116K Buy
16,257
+59
+0.4% +$410 0.01% 433
2024
Q2 		$107K Buy
16,198
+38
+0.2% +$249 0.01% 427
2024
Q1 		$107K Buy
16,160
+160
+1% +$1.06K 0.01% 482
2023
Q4 		$104K Sell
16,000
-26,065
-62% -$160K 0.01% 449
2023
Q3 		$257K Hold
42,065
– – 0.02% 357
2023
Q2 		$271K Hold
42,065
– – 0.02% 367
2023
Q1 		$266K Buy
42,065
+20
+0% +$132 0.02% 382
2022
Q4 		$269K Buy
42,045
+30
+0.1% +$195 0.03% 360
2022
Q3 		$260K Buy
42,015
+20
+0% +$136 0.03% 364
2022
Q2 		$273K Buy
41,995
+121
+0.3% +$874 0.02% 365
2022
Q1 		$331K Buy
41,874
+245
+0.6% +$1.99K 0.02% 353
2021
Q4 		$381K Buy
41,629
+365
+0.9% +$3.23K 0.03% 329
2021
Q3 		$363K Buy
41,264
+1,200
+3% +$10.7K 0.03% 330
2021
Q2 		$352K Buy
40,064
+750
+2% +$6.49K 0.03% 330
2021
Q1 		$332K Buy
39,314
+1,225
+3% +$10.1K 0.03% 330
2020
Q4 		$311K Buy
38,089
+70
+0.2% +$539 0.03% 329
2020
Q3 		$278K Hold
38,019
– – 0.03% 320
2020
Q2 		$267K Hold
38,019
– – 0.03% 328
2020
Q1 		$243K Sell
38,019
-164
-0.4% -$1.28K 0.03% 302
2019
Q4 		$321K Sell
38,183
-19,095
-33% -$158K 0.03% 326
2019
Q3 		$472K Buy
57,278
+250
+0.4% +$2.05K 0.05% 253
2019
Q2 		$470K Hold
57,028
– – 0.05% 250
2019
Q1 		$449K Buy
57,028
+260
+0.5% +$2.01K 0.05% 266
2018
Q4 		$410K Hold
56,768
– – 0.06% 260
2018
Q3 		$450K Hold
56,768
– – 0.04% 281
2018
Q2 		$454K Hold
56,768
– – 0.04% 276
2018
Q1 		$456K Hold
56,768
– – 0.05% 274
2017
Q4 		$477K Hold
56,768
– – 0.06% 264
2017
Q3 		$497K Hold
56,768
– – 0.07% 260
2017
Q2 		$486K Buy
56,768
+16,000
+39% +$137K 0.06% 277
2017
Q1 		$342K Buy
40,768
+117
+0.3% +$990 0.04% 357
2016
Q4 		$345K Buy
40,651
+164
+0.4% +$1.34K 0.04% 357
2016
Q3 		$338K Buy
40,487
+1,378
+4% +$11.4K 0.05% 327
2016
Q2 		$309K Buy
39,109
+525
+1% +$4.07K 0.04% 366
2016
Q1 		$292K Sell
38,584
-7,103
-16% -$50.9K 0.04% 404
2015
Q4 		$340K Buy
+45,687
New +$347K 0.04% 381

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Sheaff Brock Investment Advisors's EAD Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Allspring Income Opportunities Fund (EAD) stake by 0.27% in Q1 2025, buying an estimated $307 and bringing the position to 16,410 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #433.

Sheaff Brock Investment Advisors first reported a position in EAD in Q4 2015 and has held it in 38 quarters since. The position peaked at $497K in Q3 2017. 83 funds tracked by Wall St. Rank hold EAD as of Q1 2025.

  • Sheaff Brock Investment Advisors held 16,410 shares of Allspring Income Opportunities Fund worth $112K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 44 Allspring Income Opportunities Fund shares in Q1 2025, an estimated $307.
  • Allspring Income Opportunities Fund made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #433 holding.
  • Sheaff Brock Investment Advisors first reported a position in Allspring Income Opportunities Fund in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Allspring Income Opportunities Fund position peaked at $497K in Q3 2017.
  • 83 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.