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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

EAD holding history

Allspring Income Opportunities Fund in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EAD overviewAll 13F holders of EADFull Q2 2026 holdings

Shares (Q2 2026)
162,945
Value
$1.06M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of EAD by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026162,945$1.06M0.1%00.0%UnchangedHolders
Q1 2026162,945$1.06M0.1%−13,495−7.6%ReducedHolders
Q4 2025176,440$1.20M0.1%00.0%UnchangedHolders
Q3 2025176,440$1.24M0.1%00.0%UnchangedHolders
Q2 2025176,440$1.25M0.1%00.0%UnchangedHolders
Q1 2025176,440$1.21M0.1%00.0%UnchangedHolders
Q4 2024176,440$1.22M0.1%00.0%UnchangedHolders
Q3 2024176,440$1.26M0.1%+772+0.4%AddedHolders
Q2 2024175,668$1.16M0.1%+7,909+4.7%AddedHolders
Q1 2024167,759$1.11M0.1%00.0%UnchangedHolders
Q4 2023167,759$1.09M0.1%00.0%UnchangedHolders
Q3 2023167,759$1.02M0.1%00.0%UnchangedHolders
Q2 2023167,759$1.08M0.1%00.0%UnchangedHolders
Q1 2023167,759$1.06M0.1%−6,332−3.6%ReducedHolders
Q4 2022174,091$1.11M0.2%+8,846+5.4%AddedHolders
Q3 2022165,245$1.02M0.2%00.0%UnchangedHolders
Q2 2022165,245$1.07M0.2%+2,300+1.4%AddedHolders
Q1 2022162,945$1.29M0.2%00.0%UnchangedHolders
Q4 2021162,945$1.49M0.2%00.0%UnchangedHolders
Q3 2021162,945$1.43M0.2%00.0%UnchangedHolders
Q2 2021162,945$1.43M0.2%00.0%UnchangedHolders
Q1 2021162,945$1.38M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.