Advisor OS’s Allspring SMID Core ETF ASCE Stock Holding History

Advisor OS’s Portfolio ASCE Stock Details ASCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$530K	Buy	+16,167	New	+$555K	0.03%	291

Other funds holding ASCE

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

QTR Family Wealth Lake Mary, Florida $270M AUM 34.3% 1-Year Est. Return

Advisor OS's ASCE Position: Q3 2026 in Review

Advisor OS opened a new position in Allspring SMID Core ETF (ASCE) in Q3 2026: 16,167 shares worth $530K. The stake represents 0.03% of the portfolio and ranks #291 among its holdings.

15 funds tracked by Wall St. Rank hold ASCE as of Q3 2026.

Advisor OS held 16,167 shares of Allspring SMID Core ETF worth $530K as of Q3 2026.
Allspring SMID Core ETF was a new Advisor OS position in Q3 2026.
Allspring SMID Core ETF made up 0.03% of Advisor OS's portfolio in Q3 2026, its #291 holding.
15 funds tracked by Wall St. Rank held Allspring SMID Core ETF as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.