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 Q3	$8.41M	Sell	360,802 -368,622	-51%	-$8.91M	0.53%	49
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

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

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

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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

Beaumont Financial Advisors's APLU Position: Q3 2026 in Review

Beaumont Financial Advisors reduced its Allspring Core Plus ETF (APLU) stake by 51% in Q3 2026, selling an estimated $8.91M and leaving 360,802 shares worth $8.41M. The position accounts for 0.53% of the portfolio, ranked #49.

Beaumont Financial Advisors first reported a position in APLU in Q1 2025 and has held it in 7 quarters since. The position peaked at $24.1M in Q3 2025. 15 funds tracked by Wall St. Rank hold APLU as of Q3 2026.

Beaumont Financial Advisors held 360,802 shares of Allspring Core Plus ETF worth $8.41M as of Q3 2026.
Beaumont Financial Advisors sold 368,622 Allspring Core Plus ETF shares in Q3 2026, an estimated $8.91M.
Allspring Core Plus ETF made up 0.53% of Beaumont Financial Advisors's portfolio in Q3 2026, its #49 holding.
Beaumont Financial Advisors first reported a position in Allspring Core Plus ETF in Q1 2025 and has held it in 7 quarters since.
Beaumont Financial Advisors's Allspring Core Plus ETF position peaked at $24.1M in Q3 2025.
15 funds tracked by Wall St. Rank held Allspring Core Plus ETF as of Q3 2026.

Based on Beaumont Financial Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.