Wealth Enhancement Advisory Services
ERC

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
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% -$9.81K ﹤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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Allspring Multi-Sector Income Fund (ERC) stake by 0.18% in Q2 2026, selling an estimated $345 and leaving 21,544 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #3599.

Wealth Enhancement Advisory Services first reported a position in ERC in Q2 2025 and has held it in 5 quarters since. The position peaked at $238K in Q3 2025. 10 funds tracked by Wall St. Rank hold ERC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,544 shares of Allspring Multi-Sector Income Fund worth $197K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 38 Allspring Multi-Sector Income Fund shares in Q2 2026, an estimated $345.
  • Allspring Multi-Sector Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3599 holding.
  • Wealth Enhancement Advisory Services first reported a position in Allspring Multi-Sector Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Allspring Multi-Sector Income Fund position peaked at $238K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q2 2026.

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