Sonora Investment Management Group’s Allspring Income Opportunities Fund EAD Stock Holding History

Sonora Investment Management Group’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 Q3	$91.1K	Sell	13,000 -17,550	-57%	-$124K	0.01%	292
2025 Q2	$216K	Hold	30,550	–	–	0.02%	259
2025 Q1	$209K	Hold	30,550	–	–	0.02%	265
2024 Q4	$210K	Hold	30,550	–	–	0.02%	260
2024 Q3	$218K	Hold	30,550	–	–	0.02%	260
2024 Q2	$203K	Hold	30,550	–	–	0.02%	262
2024 Q1	$203K	Sell	30,550 -264	-0.9%	-$1.75K	0.02%	263
2023 Q4	$201K	Hold	30,814	–	–	0.02%	252
2023 Q3	$188K	Sell	30,814 -19,930	-39%	-$126K	0.02%	242
2023 Q2	$327K	Hold	50,744	–	–	0.03%	200
2023 Q1	$321K	Hold	50,744	–	–	0.03%	200
2022 Q4	$324K	Sell	50,744 -6,379	-11%	-$41.4K	0.03%	198
2022 Q3	$371K	Hold	57,123	–	–	0.05%	139
2022 Q2	$371K	Hold	57,123	–	–	0.04%	172
2022 Q1	$451K	Hold	57,123	–	–	0.05%	138
2021 Q4	$523K	Buy	+57,123	New	+$506K	0.06%	130

Other funds holding EAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sonora Investment Management Group's EAD Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Allspring Income Opportunities Fund (EAD) stake by 57% in Q3 2025, selling an estimated $124K and leaving 13,000 shares worth $91.1K. The position accounts for 0.01% of the portfolio, ranked #292.

Sonora Investment Management Group first reported a position in EAD in Q4 2021 and has held it in 16 quarters since. The position peaked at $523K in Q4 2021. 81 funds tracked by Wall St. Rank hold EAD as of Q3 2025.

Sonora Investment Management Group held 13,000 shares of Allspring Income Opportunities Fund worth $91.1K as of Q3 2025.
Sonora Investment Management Group sold 17,550 Allspring Income Opportunities Fund shares in Q3 2025, an estimated $124K.
Allspring Income Opportunities Fund made up 0.01% of Sonora Investment Management Group's portfolio in Q3 2025, its #292 holding.
Sonora Investment Management Group first reported a position in Allspring Income Opportunities Fund in Q4 2021 and has held it in 16 quarters since.
Sonora Investment Management Group's Allspring Income Opportunities Fund position peaked at $523K in Q4 2021.
81 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.