VWA
ERC

VSM Wealth Advisory’s Allspring Multi-Sector Income Fund ERC Stock Holding History

VSM Wealth 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 		$61.3K Buy
+6,803
New +$63K 0.02% 198
2025
Q4 		– Sell
-6,424
Closed -$61.5K – 461
2025
Q3 		$61.5K Buy
6,424
+237
+4% +$2.25K 0.02% 181
2025
Q2 		$58.5K Buy
6,187
+286
+5% +$2.62K 0.02% 195
2025
Q1 		$54.4K Buy
5,901
+295
+5% +$2.73K 0.02% 190
2024
Q4 		$51.5K Buy
+5,606
New +$51.3K 0.02% 190

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

VSM Wealth Advisory's ERC Position: Q1 2026 in Review

VSM Wealth Advisory opened a new position in Allspring Multi-Sector Income Fund (ERC) in Q1 2026: 6,803 shares worth $61.3K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: VSM Wealth Advisory previously reported a position in ERC as recently as Q3 2025.

VSM Wealth Advisory first reported a position in ERC in Q4 2024 and has held it in 5 quarters since. The position peaked at $61.5K in Q3 2025. 72 funds tracked by Wall St. Rank hold ERC as of Q1 2026.

  • VSM Wealth Advisory held 6,803 shares of Allspring Multi-Sector Income Fund worth $61.3K as of Q1 2026.
  • Allspring Multi-Sector Income Fund was a new VSM Wealth Advisory position in Q1 2026.
  • Allspring Multi-Sector Income Fund made up 0.02% of VSM Wealth Advisory's portfolio in Q1 2026, its #198 holding.
  • VSM Wealth Advisory first reported a position in Allspring Multi-Sector Income Fund in Q4 2024 and has held it in 5 quarters since.
  • VSM Wealth Advisory's Allspring Multi-Sector Income Fund position peaked at $61.5K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.