SFS
EAD

Sowell Financial Services’s Allspring Income Opportunities Fund EAD Stock Holding History

Sowell Financial Services’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
2026
Q2 		$841K Buy
129,400
+25,900
+25% +$169K 0.03% 503
2026
Q1 		$671K Hold
103,500
– – 0.02% 550
2025
Q4 		$702K Hold
103,500
– – 0.03% 540
2025
Q3 		$726K Hold
103,500
– – 0.03% 523
2025
Q2 		$731K Hold
103,500
– – 0.03% 506
2025
Q1 		$708K Buy
103,500
+15,500
+18% +$108K 0.03% 495
2024
Q4 		$606K Buy
88,000
+50,000
+132% +$348K 0.03% 390
2024
Q3 		$273K Buy
+38,000
New +$264K 0.01% 503
2021
Q2 		– Sell
-164
Closed -$1K – 1108
2021
Q1 		$1K Sell
164
-26
-14% -$215 ﹤0.01% 2924
2020
Q4 		$2K Buy
190
+26
+16% +$200 ﹤0.01% 2456
2020
Q3 		$1K Buy
164
+16
+11% +$118 ﹤0.01% 2347
2020
Q2 		$1K Hold
148
– – ﹤0.01% 2273
2020
Q1 		$1K Sell
148
-17
-10% -$132 ﹤0.01% 2222
2019
Q4 		$1K Buy
165
+18
+12% +$149 ﹤0.01% 2322
2019
Q3 		$1K Buy
+147
New +$1.21K ﹤0.01% 2222

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
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
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
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
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's EAD Position: Q2 2026 in Review

Sowell Financial Services increased its Allspring Income Opportunities Fund (EAD) stake by 25% in Q2 2026, buying an estimated $169K and bringing the position to 129,400 shares worth $841K. The position accounts for 0.03% of the portfolio, ranked #503.

Sowell Financial Services first reported a position in EAD in Q3 2019 and has held it in 15 quarters since. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • Sowell Financial Services held 129,400 shares of Allspring Income Opportunities Fund worth $841K as of Q2 2026.
  • Sowell Financial Services bought 25,900 Allspring Income Opportunities Fund shares in Q2 2026, an estimated $169K.
  • Allspring Income Opportunities Fund made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #503 holding.
  • Sowell Financial Services first reported a position in Allspring Income Opportunities Fund in Q3 2019 and has held it in 15 quarters since.
  • 99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.