Envestnet Asset Management
ASCE

Envestnet Asset Management’s Allspring SMID Core ETF ASCE Stock Holding History

Envestnet Asset Management’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
Q1 		$10.4M Buy
372,575
+35,647
+11% +$1M ﹤0.01% 1804
2025
Q4 		$9.04M Buy
336,928
+33,733
+11% +$893K ﹤0.01% 1766
2025
Q3 		$8M Buy
+303,195
New +$7.81M ﹤0.01% 1914

Other funds holding ASCE

VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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 $74.2B AUM 21.09% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
QFW
QTR Family Wealth Lake Mary, Florida $240M AUM 29.03% 1-Year Est. Return

Envestnet Asset Management's ASCE Position: Q1 2026 in Review

Envestnet Asset Management increased its Allspring SMID Core ETF (ASCE) stake by 11% in Q1 2026, buying an estimated $1M and bringing the position to 372,575 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Envestnet Asset Management first reported a position in ASCE in Q3 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold ASCE as of Q1 2026.

  • Envestnet Asset Management held 372,575 shares of Allspring SMID Core ETF worth $10.4M as of Q1 2026.
  • Envestnet Asset Management bought 35,647 Allspring SMID Core ETF shares in Q1 2026, an estimated $1M.
  • Allspring SMID Core ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1804 holding.
  • Envestnet Asset Management first reported a position in Allspring SMID Core ETF in Q3 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Allspring SMID Core ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.