VWA
EAD

VSM Wealth Advisory’s Allspring Income Opportunities Fund EAD Stock Holding History

VSM Wealth 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
2026
Q2 		$104K Buy
16,026
+4,546
+40% +$29.7K 0.03% 159
2026
Q1 		$74.4K Buy
+11,480
New +$77.4K 0.02% 176
2025
Q4 		– Sell
-10,898
Closed -$76.4K – 457
2025
Q3 		$76.4K Buy
10,898
+887
+9% +$6.27K 0.02% 160
2025
Q2 		$70.7K Buy
10,011
+399
+4% +$2.69K 0.02% 176
2025
Q1 		$65.7K Buy
9,612
+1,335
+16% +$9.3K 0.02% 170
2024
Q4 		$57K Buy
+8,277
New +$57.5K 0.02% 182

Other funds holding EAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VSM Wealth Advisory's EAD Position: Q2 2026 in Review

VSM Wealth Advisory increased its Allspring Income Opportunities Fund (EAD) stake by 40% in Q2 2026, buying an estimated $29.7K and bringing the position to 16,026 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #159.

VSM Wealth Advisory first reported a position in EAD in Q4 2024 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • VSM Wealth Advisory held 16,026 shares of Allspring Income Opportunities Fund worth $104K as of Q2 2026.
  • VSM Wealth Advisory bought 4,546 Allspring Income Opportunities Fund shares in Q2 2026, an estimated $29.7K.
  • Allspring Income Opportunities Fund made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #159 holding.
  • VSM Wealth Advisory first reported a position in Allspring Income Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • 99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.