Beaumont Financial Advisors LLC Has $23.25 Million Stock Holdings in Allspring Core Plus ETF $APLU

Beaumont Financial Advisors LLC cut its position in shares of Allspring Core Plus ETF (NYSEARCA:APLU) by 2.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 931,128 shares of the company’s stock after selling 25,918 shares during the period. Allspring Core Plus ETF accounts for about 1.5% of Beaumont Financial Advisors LLC’s investment portfolio, making the stock its 20th largest position. Beaumont Financial Advisors LLC owned approximately 6.80% of Allspring Core Plus ETF worth $23,250,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Raymond James Financial Inc. bought a new stake in Allspring Core Plus ETF during the 3rd quarter valued at approximately $3,003,000. Beam Wealth Advisors Inc. bought a new stake in Allspring Core Plus ETF in the third quarter valued at about $1,544,000. Oak Hill Wealth Advisors LLC raised its holdings in shares of Allspring Core Plus ETF by 81.6% in the 3rd quarter. Oak Hill Wealth Advisors LLC now owns 129,489 shares of the company’s stock worth $3,260,000 after buying an additional 58,193 shares in the last quarter. Jane Street Group LLC acquired a new position in Allspring Core Plus ETF during the first quarter worth $1,145,000. Finally, Brady Martz Wealth Solutions LLC bought a new position in Allspring Core Plus ETF during the 4th quarter valued at about $728,000.

Allspring Core Plus ETF Stock Performance

Shares of NYSEARCA:APLU opened at $24.74 on Friday. The company’s fifty day simple moving average is $24.97 and its 200 day simple moving average is $25.11. Allspring Core Plus ETF has a 12 month low of $24.23 and a 12 month high of $25.63.

Allspring Core Plus ETF Profile

The Allspring Core Plus ETF (APLU) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund of global fixed income securities with broad credit and maturity. It seeks total return. APLU was launched on Dec 4, 2024 and is issued by Allspring.