SF
APLU

Summit Financial’s Allspring Core Plus ETF APLU Stock Holding History

Summit Financial’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 		$469K Buy
19,072
+5,611
+42% +$139K 0.01% 1117
2026
Q1 		$332K Buy
13,461
+5,359
+66% +$134K ﹤0.01% 1148
2025
Q4 		$202K Buy
+8,102
New +$204K ﹤0.01% 1245

Other funds holding APLU

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Summit Financial's APLU Position: Q2 2026 in Review

Summit Financial increased its Allspring Core Plus ETF (APLU) stake by 42% in Q2 2026, buying an estimated $139K and bringing the position to 19,072 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #1117.

Summit Financial first reported a position in APLU in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold APLU as of Q2 2026.

  • Summit Financial held 19,072 shares of Allspring Core Plus ETF worth $469K as of Q2 2026.
  • Summit Financial bought 5,611 Allspring Core Plus ETF shares in Q2 2026, an estimated $139K.
  • Allspring Core Plus ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1117 holding.
  • Summit Financial first reported a position in Allspring Core Plus ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Allspring Core Plus ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.