SEC 13F Intelligence

Peak Planning Group, LLC / XEADX

Peak Planning Group, LLC’s Allspring Income Opportunit Position

Does Peak Planning Group, LLC own Allspring Income Opportunit (XEADX)? Yes697.9K shares worth $5M (+2.18% of its 13F portfolio) as of Q2 2026, down from 1.19M shares the prior filed quarter.

Position Value
$5M
Q2 2026
Shares
697.9K
% of Portfolio
+2.18%
Quarters Held
2
currently held

Position History XEADX

Reported value by quarter
Q4 ’25: $8MQ4 ’25Q2 ’26: $5MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026697.9K$5M+2.18%
Q4 20251.19M$8M+2.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peak Planning Group, LLC’s full portfolio or all institutional holders of XEADX.