SBIA
ERC

Sheaff Brock Investment Advisors’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Sheaff Brock Investment Advisors’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
2025
Q1 		$102K Buy
11,063
+22
+0.2% +$203 0.01% 437
2024
Q4 		$101K Buy
+11,041
New +$101K 0.01% 435
2022
Q4 		– Sell
-10,350
Closed -$89K – 519
2022
Q3 		$89K Sell
10,350
-970
-9% -$9.45K 0.01% 465
2022
Q2 		$108K Buy
11,320
+320
+3% +$3.11K 0.01% 469
2022
Q1 		$115K Hold
11,000
– – 0.01% 512
2021
Q4 		$145K Hold
11,000
– – 0.01% 511
2021
Q3 		$149K Hold
11,000
– – 0.01% 518
2021
Q2 		$141K Hold
11,000
– – 0.01% 495
2021
Q1 		$138K Hold
11,000
– – 0.01% 472
2020
Q4 		$134K Sell
11,000
-2,215
-17% -$25.5K 0.01% 454
2020
Q3 		$142K Hold
13,215
– – 0.01% 416
2020
Q2 		$145K Sell
13,215
-800
-6% -$8.23K 0.01% 408
2020
Q1 		$135K Sell
14,015
-1,800
-11% -$21.4K 0.02% 359
2019
Q4 		$204K Sell
15,815
-4,000
-20% -$50.4K 0.02% 412
2019
Q3 		$245K Hold
19,815
– – 0.03% 364
2019
Q2 		$248K Hold
19,815
– – 0.03% 372
2019
Q1 		$240K Sell
19,815
-500
-2% -$5.98K 0.03% 388
2018
Q4 		$225K Hold
20,315
– – 0.04% 371
2018
Q3 		$247K Hold
20,315
– – 0.02% 397
2018
Q2 		$254K Hold
20,315
– – 0.02% 398
2018
Q1 		$265K Buy
20,315
+5,000
+33% +$65.2K 0.03% 387
2017
Q4 		$200K Buy
15,315
+3,600
+31% +$47.1K 0.03% 458
2017
Q3 		$157K Buy
11,715
+500
+4% +$6.69K 0.02% 511
2017
Q2 		$150K Buy
+11,215
New +$151K 0.02% 548
2017
Q1 		– Sell
-15,915
Closed -$204K – 611
2016
Q4 		$204K Buy
+15,915
New +$201K 0.03% 512

Other funds holding ERC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sheaff Brock Investment Advisors increased its Allspring Multi-Sector Income Fund (ERC) stake by 0.2% in Q1 2025, buying an estimated $203 and bringing the position to 11,063 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #437.

Sheaff Brock Investment Advisors first reported a position in ERC in Q4 2016 and has held it in 25 quarters since. The position peaked at $265K in Q1 2018. 68 funds tracked by Wall St. Rank hold ERC as of Q1 2025.

  • Sheaff Brock Investment Advisors held 11,063 shares of Allspring Multi-Sector Income Fund worth $102K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 22 Allspring Multi-Sector Income Fund shares in Q1 2025, an estimated $203.
  • Allspring Multi-Sector Income Fund made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #437 holding.
  • Sheaff Brock Investment Advisors first reported a position in Allspring Multi-Sector Income Fund in Q4 2016 and has held it in 25 quarters since.
  • Sheaff Brock Investment Advisors's Allspring Multi-Sector Income Fund position peaked at $265K in Q1 2018.
  • 68 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2025.

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