Beam Wealth Advisors’s Allspring Core Plus ETF APLU Stock Holding History

Beam Wealth Advisors’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	$814K	Buy	34,917 +54	+0.2%	+$1.31K	0.18%	84
2026 Q2	$858K	Sell	34,863 -52	-0.1%	-$1.28K	0.19%	80
2026 Q1	$862K	Sell	34,915 -5,169	-13%	-$129K	0.21%	76
2025 Q4	$1M	Sell	40,084 -21,250	-35%	-$536K	0.27%	68
2025 Q3	$1.54M	Buy	+61,334	New	+$1.53M	0.42%	54

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

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 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

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

Beam Wealth Advisors's APLU Position: Q3 2026 in Review

Beam Wealth Advisors increased its Allspring Core Plus ETF (APLU) stake by 0.15% in Q3 2026, buying an estimated $1.31K and bringing the position to 34,917 shares worth $814K. The position accounts for 0.18% of the portfolio, ranked #84.

Beam Wealth Advisors first reported a position in APLU in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.54M in Q3 2025. 14 funds tracked by Wall St. Rank hold APLU as of Q3 2026.

Beam Wealth Advisors held 34,917 shares of Allspring Core Plus ETF worth $814K as of Q3 2026.
Beam Wealth Advisors bought 54 Allspring Core Plus ETF shares in Q3 2026, an estimated $1.31K.
Allspring Core Plus ETF made up 0.18% of Beam Wealth Advisors's portfolio in Q3 2026, its #84 holding.
Beam Wealth Advisors first reported a position in Allspring Core Plus ETF in Q3 2025 and has held it in 5 quarters since.
Beam Wealth Advisors's Allspring Core Plus ETF position peaked at $1.54M in Q3 2025.
14 funds tracked by Wall St. Rank held Allspring Core Plus ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.