Horizon Wealth Management’s Allspring SMID Core ETF ASCE Stock Holding History

Horizon Wealth 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 Q3	$15.9M	Buy	+486,466	New	+$16.7M	2.01%	19

Other funds holding ASCE

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Horizon Wealth Management's ASCE Position: Q3 2026 in Review

Horizon Wealth Management opened a new position in Allspring SMID Core ETF (ASCE) in Q3 2026: 486,466 shares worth $15.9M. The stake represents 2.01% of the portfolio and ranks #19 among its holdings.

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

Horizon Wealth Management held 486,466 shares of Allspring SMID Core ETF worth $15.9M as of Q3 2026.
Allspring SMID Core ETF was a new Horizon Wealth Management position in Q3 2026.
Allspring SMID Core ETF made up 2.01% of Horizon Wealth Management's portfolio in Q3 2026, its #19 holding.
15 funds tracked by Wall St. Rank held Allspring SMID Core ETF as of Q3 2026.

Based on Horizon Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.