BWA
APLU

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
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

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Beam Wealth Advisors's APLU Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Allspring Core Plus ETF (APLU) stake by 0.15% in Q2 2026, selling an estimated $1.28K and leaving 34,863 shares worth $858K. The position accounts for 0.19% of the portfolio, ranked #80.

Beam Wealth Advisors first reported a position in APLU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.54M in Q3 2025. 8 funds tracked by Wall St. Rank hold APLU as of Q2 2026.

  • Beam Wealth Advisors held 34,863 shares of Allspring Core Plus ETF worth $858K as of Q2 2026.
  • Beam Wealth Advisors sold 52 Allspring Core Plus ETF shares in Q2 2026, an estimated $1.28K.
  • Allspring Core Plus ETF made up 0.19% of Beam Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Beam Wealth Advisors first reported a position in Allspring Core Plus ETF in Q3 2025 and has held it in 4 quarters since.
  • Beam Wealth Advisors's Allspring Core Plus ETF position peaked at $1.54M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Allspring Core Plus ETF as of Q2 2026.

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