Accurate Wealth Management’s Allspring Core Plus ETF APLU Stock Holding History

Accurate Wealth Management’s Portfolio APLU Stock Details APLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.33M	Buy	99,493 +7,451	+8%	+$180K	0.2%	108
2026 Q2	$2.25M	Buy	92,042 +23,132	+34%	+$571K	0.21%	109
2026 Q1	$1.71M	Buy	68,910 +43,838	+175%	+$1.1M	0.21%	108
2025 Q4	$627K	Buy	25,072 +16,079	+179%	+$405K	0.08%	256
2025 Q3	$228K	Buy	+8,993	New	+$225K	0.03%	459

Other funds holding APLU

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brady Martz Wealth Solutions Grand Forks, North Dakota $676M AUM 15.8% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Accurate Wealth Management's APLU Position: Q3 2026 in Review

Accurate Wealth Management increased its Allspring Core Plus ETF (APLU) stake by 8.1% in Q3 2026, buying an estimated $180K and bringing the position to 99,493 shares worth $2.33M. The position accounts for 0.2% of the portfolio, ranked #108.

Accurate Wealth Management first reported a position in APLU in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold APLU as of Q3 2026.

Accurate Wealth Management held 99,493 shares of Allspring Core Plus ETF worth $2.33M as of Q3 2026.
Accurate Wealth Management bought 7,451 Allspring Core Plus ETF shares in Q3 2026, an estimated $180K.
Allspring Core Plus ETF made up 0.2% of Accurate Wealth Management's portfolio in Q3 2026, its #108 holding.
Accurate Wealth Management first reported a position in Allspring Core Plus ETF in Q3 2025 and has held it in 5 quarters since.
14 funds tracked by Wall St. Rank held Allspring Core Plus ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.