SWA
EOD

SOA Wealth Advisors’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

SOA Wealth Advisors’s Portfolio EOD Stock Details EOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.5K Hold
31,480
– – 0.01% 436
2025
Q4 		$31.5K Hold
31,480
– – 0.01% 440
2025
Q3 		$31.5K Hold
31,480
– – 0.01% 444
2025
Q2 		$31.5K Buy
31,480
+922
+3% +$4.68K 0.01% 434
2025
Q1 		$30.6K Buy
+30,558
New +$154K 0.01% 402
2021
Q3 		– Sell
-1,438
Closed -$8K – 913
2021
Q2 		$8K Hold
1,438
– – ﹤0.01% 606
2021
Q1 		$7K Hold
1,438
– – ﹤0.01% 574
2020
Q4 		$7K Buy
+1,438
New +$6.57K ﹤0.01% 560

Other funds holding EOD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $12.1B AUM 26.91% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM