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

Axxcess 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 Q2	$10.4M	Buy	+421,802	New	+$10.4M	0.17%	123
2026 Q1	–	Sell	-379,394	Closed	-$9.47M	–	1049
2025 Q4	$9.47M	Buy	+379,394	New	+$9.57M	0.16%	123

Other funds holding APLU

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

Axxcess Wealth Management's APLU Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Allspring Core Plus ETF (APLU) in Q2 2026: 421,802 shares worth $10.4M. The stake represents 0.17% of the portfolio and ranks #123 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in APLU as recently as Q4 2025.

Axxcess Wealth Management first reported a position in APLU in Q4 2025 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold APLU as of Q2 2026.

Axxcess Wealth Management held 421,802 shares of Allspring Core Plus ETF worth $10.4M as of Q2 2026.
Allspring Core Plus ETF was a new Axxcess Wealth Management position in Q2 2026.
Allspring Core Plus ETF made up 0.17% of Axxcess Wealth Management's portfolio in Q2 2026, its #123 holding.
Axxcess Wealth Management first reported a position in Allspring Core Plus ETF in Q4 2025 and has held it in 2 quarters since.
25 funds tracked by Wall St. Rank held Allspring Core Plus ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.