Steward Partners Investment Advisory’s Allspring Income Opportunities Fund EAD Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-3,800	Closed	-$26.8K	–	4290
2025 Q2	$26.8K	Hold	3,800	–	–	﹤0.01%	2781
2025 Q1	$26K	Hold	3,800	–	–	﹤0.01%	2685
2024 Q4	$26.2K	Hold	3,800	–	–	﹤0.01%	2656
2024 Q3	$27.1K	Buy	+3,800	New	+$26.4K	﹤0.01%	2523
2021 Q4	–	Sell	-3,797	Closed	-$33K	–	3209
2021 Q3	$33K	Hold	3,797	–	–	﹤0.01%	2076
2021 Q2	$33K	Buy	+3,797	New	+$32.8K	﹤0.01%	4025

Other funds holding EAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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 $2B AUM 0.66% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's EAD Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Allspring Income Opportunities Fund (EAD) in Q3 2025, closing a stake of 3,800 shares — an estimated $26.8K sold.

Steward Partners Investment Advisory first reported a position in EAD in Q2 2021 and held it in 6 quarters. The position peaked at $33K in Q3 2021. 81 funds tracked by Wall St. Rank hold EAD as of Q3 2025.

Steward Partners Investment Advisory reported no remaining Allspring Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 3,800 Allspring Income Opportunities Fund shares in Q3 2025, an estimated $26.8K.
Steward Partners Investment Advisory first reported a position in Allspring Income Opportunities Fund in Q2 2021 and held it in 6 quarters.
Steward Partners Investment Advisory's Allspring Income Opportunities Fund position peaked at $33K in Q3 2021.
81 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.