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 Q2	$45.5K	Buy	45,547 +14,067	+45%	+$90.1K	0.01%	404
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	–	912
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 $6.56B AUM 35.09% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

SOA Wealth Advisors's EOD Position: Q2 2026 in Review

SOA Wealth Advisors increased its Allspring Global Dividend Opportunity Fund (EOD) stake by 45% in Q2 2026, buying an estimated $90.1K and bringing the position to 45,547 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #404.

SOA Wealth Advisors first reported a position in EOD in Q4 2020 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold EOD as of Q2 2026.

SOA Wealth Advisors held 45,547 shares of Allspring Global Dividend Opportunity Fund worth $45.5K as of Q2 2026.
SOA Wealth Advisors bought 14,067 Allspring Global Dividend Opportunity Fund shares in Q2 2026, an estimated $90.1K.
Allspring Global Dividend Opportunity Fund made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #404 holding.
SOA Wealth Advisors first reported a position in Allspring Global Dividend Opportunity Fund in Q4 2020 and has held it in 9 quarters since.
65 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.