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

Wealth Enhancement Advisory Services’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
Q3 		$158K Sell
18,464
-3,080
-14% -$28K ﹤0.01% 3819
2026
Q2 		$197K Sell
21,544
-38
-0.2% -$345 ﹤0.01% 3599
2026
Q1 		$194K Sell
21,582
-1,885
-8% -$17.5K ﹤0.01% 3146
2025
Q4 		$220K Sell
23,467
-1,043
-4% -$9.8K ﹤0.01% 3199
2025
Q3 		$238K Buy
24,510
+2,793
+13% +$26.5K ﹤0.01% 2980
2025
Q2 		$207K Buy
+21,717
New +$199K ﹤0.01% 2966

Other funds holding ERC

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Rareview Capital
Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return
Byrne Asset Management
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's ERC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Allspring Multi-Sector Income Fund (ERC) stake by 14% in Q3 2026, selling an estimated $28K and leaving 18,464 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #3819.

Wealth Enhancement Advisory Services first reported a position in ERC in Q2 2025 and has held it in 6 quarters since. The position peaked at $238K in Q3 2025. 57 funds tracked by Wall St. Rank hold ERC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 18,464 shares of Allspring Multi-Sector Income Fund worth $158K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 3,080 Allspring Multi-Sector Income Fund shares in Q3 2026, an estimated $28K.
  • Allspring Multi-Sector Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3819 holding.
  • Wealth Enhancement Advisory Services first reported a position in Allspring Multi-Sector Income Fund in Q2 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Allspring Multi-Sector Income Fund position peaked at $238K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.