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
Q2 		$12.5M Hold
500,001
– – 0.06% 288
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 $65.2B AUM 39.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
NPI
New Perspectives Inc Ridgeland, Mississippi $326M AUM 18.81% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Concepts's AUSM Position: Q2 2026 in Review

Integrated Wealth Concepts held its Allspring Ultra Short Municipal ETF (AUSM) position steady in Q2 2026 at 500,001 shares worth $12.5M. The position accounts for 0.06% of the portfolio, ranked #288.

Integrated Wealth Concepts first reported a position in AUSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.6M in Q3 2025. 10 funds tracked by Wall St. Rank hold AUSM as of Q2 2026.

  • Integrated Wealth Concepts held 500,001 shares of Allspring Ultra Short Municipal ETF worth $12.5M as of Q2 2026.
  • Integrated Wealth Concepts left its Allspring Ultra Short Municipal ETF share count unchanged in Q2 2026.
  • Allspring Ultra Short Municipal ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q2 2026, its #288 holding.
  • Integrated Wealth Concepts first reported a position in Allspring Ultra Short Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Allspring Ultra Short Municipal ETF position peaked at $12.6M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Allspring Ultra Short Municipal ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.