SPIA
ERC

Steward Partners Investment Advisory’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Steward Partners Investment Advisory’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.6K Sell
1,400
-12,236
-90% -$113K ﹤0.01% 3455
2025
Q4 		$127K Sell
13,636
-1,594
-10% -$15K ﹤0.01% 2163
2025
Q3 		$146K Buy
15,230
+1,400
+10% +$13.3K ﹤0.01% 2028
2025
Q2 		$131K Sell
13,830
-159
-1% -$1.46K ﹤0.01% 1958
2025
Q1 		$129K Buy
13,989
+3,264
+30% +$30.2K ﹤0.01% 1872
2024
Q4 		$98.6K Buy
10,725
+881
+9% +$8.06K ﹤0.01% 1992
2024
Q3 		$94.3K Buy
9,844
+9,074
+1,178% +$83.9K ﹤0.01% 1906
2024
Q2 		$6.92K Hold
770
– – ﹤0.01% 2938
2024
Q1 		$7.18K Hold
770
– – ﹤0.01% 2928
2023
Q4 		$7.27K Hold
770
– – ﹤0.01% 2825
2023
Q3 		$7.01K Sell
770
-3,985
-84% -$37.7K ﹤0.01% 2706
2023
Q2 		$44K Sell
4,755
-25,459
-84% -$229K ﹤0.01% 1935
2023
Q1 		$276K Buy
30,214
+7,989
+36% +$77.9K ﹤0.01% 1143
2022
Q4 		$218K Sell
22,225
-64
-0.3% -$593 ﹤0.01% 1207
2022
Q3 		$192K Sell
22,289
-13,519
-38% -$132K ﹤0.01% 1217
2022
Q2 		$343K Buy
35,808
+3,607
+11% +$35.1K 0.01% 983
2022
Q1 		$335K Buy
32,201
+1,049
+3% +$11.9K 0.01% 1077
2021
Q4 		$412K Buy
31,152
+9,798
+46% +$130K 0.01% 1011
2021
Q3 		$289K Buy
21,354
+7,300
+52% +$96.1K 0.01% 1117
2021
Q2 		$180K Buy
14,054
+1,823
+15% +$23.3K ﹤0.01% 1616
2021
Q1 		$153K Hold
12,231
– – ﹤0.01% 1417
2020
Q4 		$148K Hold
12,231
– – ﹤0.01% 1196
2020
Q3 		$131K Hold
12,231
– – ﹤0.01% 1110
2020
Q2 		$135K Buy
12,231
+7,565
+162% +$77.8K ﹤0.01% 1017
2020
Q1 		$44K Buy
4,666
+1,489
+47% +$17.7K ﹤0.01% 1310
2019
Q4 		$40K Hold
3,177
– – ﹤0.01% 1492
2019
Q3 		$39K Sell
3,177
-2
-0.1% -$25 ﹤0.01% 1458
2019
Q2 		$39K Buy
+3,179
New +$39.3K ﹤0.01% 1428
2018
Q4 		– Sell
-870
Closed -$11K – 1160
2018
Q3 		$11K Sell
870
-2,065
-70% -$25.8K ﹤0.01% 1829
2018
Q2 		$37K Hold
2,935
– – ﹤0.01% 1217
2018
Q1 		$38K Hold
2,935
– – ﹤0.01% 1096
2017
Q4 		$38K Buy
2,935
+100
+4% +$1.31K ﹤0.01% 920
2017
Q3 		$38K Buy
+2,835
New +$37.9K ﹤0.01% 763

Other funds holding ERC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Steward Partners Investment Advisory's ERC Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Allspring Multi-Sector Income Fund (ERC) stake by 90% in Q1 2026, selling an estimated $113K and leaving 1,400 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3455.

Steward Partners Investment Advisory first reported a position in ERC in Q3 2017 and has held it in 33 quarters since. The position peaked at $412K in Q4 2021. 72 funds tracked by Wall St. Rank hold ERC as of Q1 2026.

  • Steward Partners Investment Advisory held 1,400 shares of Allspring Multi-Sector Income Fund worth $12.6K as of Q1 2026.
  • Steward Partners Investment Advisory sold 12,236 Allspring Multi-Sector Income Fund shares in Q1 2026, an estimated $113K.
  • Allspring Multi-Sector Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3455 holding.
  • Steward Partners Investment Advisory first reported a position in Allspring Multi-Sector Income Fund in Q3 2017 and has held it in 33 quarters since.
  • Steward Partners Investment Advisory's Allspring Multi-Sector Income Fund position peaked at $412K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.