Peak Planning Group, LLC
Position in EAD — Allspring Income Opportunities Fund
CIK 2097384
CENTENNIAL, CO
Position in EAD
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$7,405,123
-$656,893 QoQ
Shares Held
1,142,766
-3.9% QoQ
Ownership
1.93%
of shares outstanding
% of Portfolio
3.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Peak Planning Group, LLC holds $15,411,525 across 4 Asset Management names. EAD ranks #1 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EAD |
Allspring Income Opportunities Fund
This page
|
1,142,766 | $7,405,123 | |
| 2 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
397,793 | $7,013,090 | |
| 3 | RJF |
Raymond James Financial Inc
|
5,140 | $744,220 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
28,897 | $249,092 |
All Filings in EAD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,405,123 | 1,142,766 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,062,016 | 1,189,088 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $5,351,663 | 782,407 | Shares | Sole | 2026-06-24 | |
| 2024-12-31 | $4,924,158 | 714,682 | Shares | Sole | 2026-05-26 | |
| 2024-09-30 | $4,975,977 | 697,893 | Shares | Sole | 2026-06-24 | |
| 2024-06-30 | $3,764,846 | 568,708 | Shares | Sole | 2026-05-26 | |
| 2024-03-31 | $2,094,860 | 315,491 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||