BFA
APLU

Beaumont Financial Advisors’s Allspring Core Plus ETF APLU Stock Holding History

Beaumont Financial 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 		$17.9M Buy
729,424
+18,102
+3% +$447K 1.14% 28
2026
Q1 		$17.6M Sell
711,322
-219,806
-24% -$5.49M 1.21% 24
2025
Q4 		$23.3M Sell
931,128
-25,918
-3% -$653K 1.53% 20
2025
Q3 		$24.1M Buy
957,046
+349,416
+58% +$8.74M 1.61% 18
2025
Q2 		$15.2M Buy
607,630
+270,959
+80% +$6.68M 1.1% 27
2025
Q1 		$8.38M Buy
+336,671
New +$8.32M 0.66% 41

Other funds holding APLU

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
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Beaumont Financial Advisors's APLU Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Allspring Core Plus ETF (APLU) stake by 2.5% in Q2 2026, buying an estimated $447K and bringing the position to 729,424 shares worth $17.9M. The position accounts for 1.14% of the portfolio, ranked #28.

Beaumont Financial Advisors first reported a position in APLU in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.1M in Q3 2025. 8 funds tracked by Wall St. Rank hold APLU as of Q2 2026.

  • Beaumont Financial Advisors held 729,424 shares of Allspring Core Plus ETF worth $17.9M as of Q2 2026.
  • Beaumont Financial Advisors bought 18,102 Allspring Core Plus ETF shares in Q2 2026, an estimated $447K.
  • Allspring Core Plus ETF made up 1.14% of Beaumont Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Beaumont Financial Advisors first reported a position in Allspring Core Plus ETF in Q1 2025 and has held it in 6 quarters since.
  • Beaumont Financial Advisors's Allspring Core Plus ETF position peaked at $24.1M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Allspring Core Plus ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.