APLU β€” ALLSPRING EXCHANGE TRADED FU

Ownership history in OAK HILL WEALTH ADVISORS, LLC  Β·  3 quarters on record

AI Ownership Summary

OAK HILL WEALTH ADVISORS, LLC reported ALLSPRING EXCHANGE TRADED FU (APLU) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.61% in 2025 Q3. The latest visible filing shows APLU at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APLU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OAK HILL WEALTH ADVISORS, LLC's position in ALLSPRING EXCHANGE TRADED FU, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

APLU was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OAK HILL WEALTH ADVISORS, LLC held APLU β€” position size vs. price
% of Fund (quarterly)    APLU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 129,489 +58,193 +81.6% 0.61% $3.3M 2025-11-14 (Est.) $24.60
2025 Q2 ADDED 71,296 +62,035 +669.9% 0.37% $1.8M 2025-07-22 $23.91
2025 Q1 INITIATED 9,261 β€” β€” 0.05% $231K 2025-04-23 $23.28

🏒 Other funds also holding APLU

As of 2026 Q1 β€” sorted by position size

Brady Martz Wealth Solutions, LLC 0.21%

FAQ About OAK HILL WEALTH ADVISORS, LLC and APLU

These are the practical questions this page is built to answer before you even open the full history table.

How long has OAK HILL WEALTH ADVISORS, LLC reported owning APLU?

OAK HILL WEALTH ADVISORS, LLC reported APLU across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported APLU position in OAK HILL WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for APLU was 0.61% in 2025 Q3.

What is the latest reported APLU position on this page?

The most recent filing on this page is 2025 Q3, when OAK HILL WEALTH ADVISORS, LLC reported 129,489 shares, equal to 0.61% of portfolio, with an estimated market value of $3.3M.

What does the chart on this APLU ownership page compare?

The chart compares OAK HILL WEALTH ADVISORS, LLC's quarterly APLU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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