OHWA
APLU

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

Oak Hill 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
2025
Q3 		$3.26M Buy
129,489
+58,193
+82% +$1.46M 0.61% 30
2025
Q2 		$1.76M Buy
71,296
+62,035
+670% +$1.53M 0.37% 41
2025
Q1 		$231K Buy
+9,261
New +$229K 0.05% 126

Other funds holding APLU

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
EFA
Edge Financial Advisors Wheaton, Illinois $238M AUM 17.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
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

Oak Hill Wealth Advisors's APLU Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Allspring Core Plus ETF (APLU) stake by 82% in Q3 2025, buying an estimated $1.46M and bringing the position to 129,489 shares worth $3.26M. The position accounts for 0.61% of the portfolio, ranked #30.

Oak Hill Wealth Advisors first reported a position in APLU in Q1 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold APLU as of Q3 2025.

  • Oak Hill Wealth Advisors held 129,489 shares of Allspring Core Plus ETF worth $3.26M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 58,193 Allspring Core Plus ETF shares in Q3 2025, an estimated $1.46M.
  • Allspring Core Plus ETF made up 0.61% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #30 holding.
  • Oak Hill Wealth Advisors first reported a position in Allspring Core Plus ETF in Q1 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Allspring Core Plus ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.