Marks Group Wealth Management, Inc
Position in EAD — Allspring Income Opportunities Fund
CIK 1802473
MINNETONKA, MN
Position in EAD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,055,883
-$140,380 QoQ
Shares Held
162,945
-7.6% QoQ
Ownership
0.276%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Marks Group Wealth Management, Inc holds $25,243,084 across 19 Asset Management names. EAD ranks #12 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAM |
Brookfield Asset Management Ltd.
|
83,825 | $3,726,020 | |
| 2 | GOF |
Guggenheim Strategic Opportunities Fund
|
190,195 | $2,095,948 | |
| 3 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
219,290 | $1,899,051 | |
| 4 | IGA |
Voya Global Advantage & Premium Opportunity Fund
|
195,408 | $1,868,100 | |
| 5 | BLK |
BlackRock, Inc.
|
1,908 | $1,834,942 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
85,175 | $1,457,344 | |
| 7 | GAB |
Gabelli Equity Trust Inc
|
227,710 | $1,275,176 | |
| 8 | AMP |
Ameriprise Financial Inc
|
2,858 | $1,270,095 |
All Filings in EAD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,055,883 | 162,945 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,196,263 | 176,440 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,236,844 | 176,440 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,245,666 | 176,440 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,206,849 | 176,440 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,215,671 | 176,440 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,258,017 | 176,440 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,162,922 | 175,668 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,113,919 | 167,759 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,093,788 | 167,759 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,023,329 | 167,759 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,082,045 | 167,759 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,061,914 | 167,759 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,112,441 | 174,091 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,024,519 | 165,245 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,072,440 | 165,245 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,287,265 | 162,945 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,492,576 | 162,945 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $1,433,916 | 162,945 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,432,286 | 162,945 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,375,255 | 162,945 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,329,631 | 162,945 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,189,498 | 162,945 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,143,873 | 162,945 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||