TCA
EAD

Transcend Capital Advisors’s Allspring Income Opportunities Fund EAD Stock Holding History

Transcend Capital Advisors’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
-30,000
Closed -$207K – 616
2024
Q4 		$207K Hold
30,000
– – 0.01% 537
2024
Q3 		$214K Buy
+30,000
New +$208K 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 $179M AUM 11.14% 1-Year Est. Return

Transcend Capital Advisors's EAD Position: Q1 2025 in Review

Transcend Capital Advisors sold out of Allspring Income Opportunities Fund (EAD) in Q1 2025, closing a stake of 30,000 shares — an estimated $207K sold.

Transcend Capital Advisors first reported a position in EAD in Q3 2024 and held it in 2 quarters. The position peaked at $214K in Q3 2024. 83 funds tracked by Wall St. Rank hold EAD as of Q1 2025.

  • Transcend Capital Advisors reported no remaining Allspring Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Transcend Capital Advisors sold 30,000 Allspring Income Opportunities Fund shares in Q1 2025, an estimated $207K.
  • Transcend Capital Advisors first reported a position in Allspring Income Opportunities Fund in Q3 2024 and held it in 2 quarters.
  • Transcend Capital Advisors's Allspring Income Opportunities Fund position peaked at $214K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q1 2025.

Based on Transcend Capital Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.