TFS
EAD

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

Thoroughbred 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
2025
Q1 		– Sell
-10,930
Closed -$75K – 692
2024
Q4 		$75K Hold
10,930
– – ﹤0.01% 678
2024
Q3 		$77K Hold
10,930
– – 0.01% 645
2024
Q2 		$72K Buy
+10,930
New +$71.6K ﹤0.01% 622
2024
Q1 		– Sell
-10,930
Closed -$71K – 514
2023
Q4 		$71K Hold
10,930
– – 0.01% 590
2023
Q3 		$66K Buy
+10,930
New +$69.1K 0.01% 564

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return

Thoroughbred Financial Services's EAD Position: Q1 2025 in Review

Thoroughbred Financial Services sold out of Allspring Income Opportunities Fund (EAD) in Q1 2025, closing a stake of 10,930 shares — an estimated $75K sold.

Thoroughbred Financial Services first reported a position in EAD in Q3 2023 and held it in 5 quarters. The position peaked at $77K in Q3 2024. 83 funds tracked by Wall St. Rank hold EAD as of Q1 2025.

  • Thoroughbred Financial Services reported no remaining Allspring Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 10,930 Allspring Income Opportunities Fund shares in Q1 2025, an estimated $75K.
  • Thoroughbred Financial Services first reported a position in Allspring Income Opportunities Fund in Q3 2023 and held it in 5 quarters.
  • Thoroughbred Financial Services's Allspring Income Opportunities Fund position peaked at $77K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2025.

Based on Thoroughbred Financial Services's 13F filing for Q1 2025, filed 9 May 2025.