SA
EAD

Strategic Advocates’s Allspring Income Opportunities Fund EAD Stock Holding History

Strategic Advocates’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
Q1 		– Sell
-4,603
Closed -$31.3K – 359
2025
Q4 		$31.3K Buy
4,603
+41
+0.9% +$281 0.01% 244
2025
Q3 		$32K Buy
+4,562
New +$32.2K 0.01% 233

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Advocates's EAD Position: Q1 2026 in Review

Strategic Advocates sold out of Allspring Income Opportunities Fund (EAD) in Q1 2026, closing a stake of 4,603 shares — an estimated $31.3K sold.

Strategic Advocates first reported a position in EAD in Q3 2025 and held it in 2 quarters. The position peaked at $32K in Q3 2025. 92 funds tracked by Wall St. Rank hold EAD as of Q1 2026.

  • Strategic Advocates reported no remaining Allspring Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 4,603 Allspring Income Opportunities Fund shares in Q1 2026, an estimated $31.3K.
  • Strategic Advocates first reported a position in Allspring Income Opportunities Fund in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's Allspring Income Opportunities Fund position peaked at $32K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.