Integrated Wealth Concepts’s Allspring Core Plus ETF APLU Stock Holding History

Integrated Wealth Concepts’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 Q1	$1.71M	Buy	69,402 +235	+0.3%	+$5.87K	0.01%	827
2025 Q4	$1.73M	Buy	69,167 +4,028	+6%	+$102K	0.02%	570
2025 Q3	$1.64M	Buy	65,139 +2,930	+5%	+$73.3K	0.01%	756
2025 Q2	$1.55M	Hold	62,209	–	–	0.02%	721
2025 Q1	$1.55M	Buy	+62,209	New	+$1.54M	0.02%	650

Other funds holding APLU

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BFA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Integrated Wealth Concepts's APLU Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Allspring Core Plus ETF (APLU) stake by 0.34% in Q1 2026, buying an estimated $5.87K and bringing the position to 69,402 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #827.

Integrated Wealth Concepts first reported a position in APLU in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.73M in Q4 2025. 19 funds tracked by Wall St. Rank hold APLU as of Q1 2026.

Integrated Wealth Concepts held 69,402 shares of Allspring Core Plus ETF worth $1.71M as of Q1 2026.
Integrated Wealth Concepts bought 235 Allspring Core Plus ETF shares in Q1 2026, an estimated $5.87K.
Allspring Core Plus ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #827 holding.
Integrated Wealth Concepts first reported a position in Allspring Core Plus ETF in Q1 2025 and has held it in 5 quarters since.
Integrated Wealth Concepts's Allspring Core Plus ETF position peaked at $1.73M in Q4 2025.
19 funds tracked by Wall St. Rank held Allspring Core Plus ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.