Sowell Financial Services LLC

Position in EAD — Allspring Income Opportunities Fund

CIK 1633697 NORTH LITTLE ROCK, AR

Position in EAD

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$841,100

+$170,420 QoQ

Shares Held

129,400

+25.0% QoQ

Ownership

0.219%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#22

of 99 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. EAD ranks #11 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTZ	Blackrock Credit Allocation Income Trust	761,468	$7,782,202
2	BN	BROOKFIELD Corp /ON/	122,009	$5,196,363
3	LIEN	Chicago Atlantic BDC, Inc.	511,387	$4,996,250
4	FLC	Flaherty & Crumrine Total Return Fund Inc	204,611	$3,457,925
5	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	112,147	$1,825,753
6	JQC	Nuveen Credit Strategies Income Fund	321,246	$1,561,255
7	BX	Blackstone Inc.	12,954	$1,524,297
8	ERC	Allspring Multi-Sector Income Fund	147,782	$1,361,072

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$841,100	129,400	+25.0%	Shares	Sole	2026-07-20
2026-03-31	$670,680	103,500	0.0%	Shares	Sole	2026-04-20
2025-12-31	$701,730	103,500	0.0%	Shares	Sole	2026-01-21
2025-09-30	$725,535	103,500	0.0%	Shares	Sole	2025-10-17
2025-06-30	$730,710	103,500	0.0%	Shares	Sole	2025-07-14
2025-03-31	$707,940	103,500	+17.6%	Shares	Sole	2025-04-17
2024-12-31	$606,320	88,000	+131.6%	Shares	Sole	2025-02-07
2024-09-30	$270,940	38,000	+23070.7%	Shares	Sole	2024-10-04
2021-03-31	$1,384	164	-13.7%	Shares	Sole	2021-05-07
2020-12-31	$1,550	190	+15.9%	Shares	Sole	2021-01-13
2020-09-30	$1,197	164	+10.8%	Shares	Sole	2020-11-12
2020-06-30	$1,038	148	0.0%	Shares	Sole	2020-08-13
2020-03-31	$944	148	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.