Wealth Enhancement Advisory Services
EAD

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

Wealth Enhancement Advisory 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
2026
Q2 		$405K Sell
63,010
-1,102
-2% -$7.2K ﹤0.01% 2899
2026
Q1 		$415K Sell
64,112
-2,660
-4% -$17.9K ﹤0.01% 2481
2025
Q4 		$455K Buy
66,772
+429
+0.6% +$2.94K ﹤0.01% 2551
2025
Q3 		$466K Buy
66,343
+10,964
+20% +$77.5K ﹤0.01% 2423
2025
Q2 		$394K Buy
55,379
+42,404
+327% +$285K ﹤0.01% 2401
2025
Q1 		$88.7K Buy
+12,975
New +$90.4K ﹤0.01% 2784

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

Wealth Enhancement Advisory Services's EAD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Allspring Income Opportunities Fund (EAD) stake by 1.7% in Q2 2026, selling an estimated $7.2K and leaving 63,010 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #2899.

Wealth Enhancement Advisory Services first reported a position in EAD in Q1 2025 and has held it in 6 quarters since. The position peaked at $466K in Q3 2025. 99 funds tracked by Wall St. Rank hold EAD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 63,010 shares of Allspring Income Opportunities Fund worth $405K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,102 Allspring Income Opportunities Fund shares in Q2 2026, an estimated $7.2K.
  • Allspring Income Opportunities Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2899 holding.
  • Wealth Enhancement Advisory Services first reported a position in Allspring Income Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Allspring Income Opportunities Fund position peaked at $466K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.