AW
ASCE

Atlas Wealth’s Allspring SMID Core ETF ASCE Stock Holding History

Atlas Wealth’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
Q2 		$1.54M Buy
+43,884
New +$1.41M 0.22% 82

Other funds holding ASCE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
QFW
QTR Family Wealth Lake Mary, Florida $287M AUM 40.55% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Atlas Wealth's ASCE Position: Q2 2026 in Review

Atlas Wealth opened a new position in Allspring SMID Core ETF (ASCE) in Q2 2026: 43,884 shares worth $1.54M. The stake represents 0.22% of the portfolio and ranks #82 among its holdings.

12 funds tracked by Wall St. Rank hold ASCE as of Q2 2026.

  • Atlas Wealth held 43,884 shares of Allspring SMID Core ETF worth $1.54M as of Q2 2026.
  • Allspring SMID Core ETF was a new Atlas Wealth position in Q2 2026.
  • Allspring SMID Core ETF made up 0.22% of Atlas Wealth's portfolio in Q2 2026, its #82 holding.
  • 12 funds tracked by Wall St. Rank held Allspring SMID Core ETF as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.