IWC
AUSM

Integrated Wealth Concepts’s Allspring Ultra Short Municipal ETF AUSM Stock Holding History

Integrated Wealth Concepts’s Portfolio AUSM Stock Details AUSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.5M Hold
500,001
– – 0.1% 209
2025
Q4 		$12.5M Buy
500,001
+1
+0% +$25 0.15% 135
2025
Q3 		$12.6M Buy
+500,000
New +$12.5M 0.11% 168

Other funds holding AUSM

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Concepts's AUSM Position: Q1 2026 in Review

Integrated Wealth Concepts held its Allspring Ultra Short Municipal ETF (AUSM) position steady in Q1 2026 at 500,001 shares worth $12.5M. The position accounts for 0.1% of the portfolio, ranked #209.

Integrated Wealth Concepts first reported a position in AUSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.6M in Q3 2025. 7 funds tracked by Wall St. Rank hold AUSM as of Q1 2026.

  • Integrated Wealth Concepts held 500,001 shares of Allspring Ultra Short Municipal ETF worth $12.5M as of Q1 2026.
  • Integrated Wealth Concepts left its Allspring Ultra Short Municipal ETF share count unchanged in Q1 2026.
  • Allspring Ultra Short Municipal ETF made up 0.1% of Integrated Wealth Concepts's portfolio in Q1 2026, its #209 holding.
  • Integrated Wealth Concepts first reported a position in Allspring Ultra Short Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's Allspring Ultra Short Municipal ETF position peaked at $12.6M in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Allspring Ultra Short Municipal ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.