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Allspring Exchange Traded Fu shares owned by Holistic Planning

Quarter-by-quarter ownership of Allspring Exchange Traded Fu (AFIX) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Allspring Exchange Traded Fu

Tip: Access up to 7 years of quarterly data

All positions including Allspring Exchange Traded Fu held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Allspring Exchange Traded Fu by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.4M 136k 24.79

More positions owned by Holistic Planning

Ea Series Trust Strive 500 Etf (STXF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ea Series Trust Stri 1000 Va Etf (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
First Tr Exchange-traded Vest Laddered (ACYN)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding Allspring Exchange Traded Fu

Allspring Global Investments Holdings
James J. Burns & Company
Jpmorgan Chase & Co
MN Wealth Advisors
Vestmark Advisory Solutions
Holistic Planning
MBE Wealth Management
Stiles Financial Services
Citadel Advisors
Goldman Sachs Group
Jane Street
LPL Financial
Equitable Holdings

View all funds holding Allspring Exchange Traded Fu