KAS
ASCE

Kestra Advisory Services’s Allspring SMID Core ETF ASCE Stock Holding History

Kestra Advisory Services’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 		– Sell
-4,181
Closed -$112K – 4594
2025
Q4 		$112K Buy
+4,181
New +$111K ﹤0.01% 3335

Other funds holding ASCE

VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Kestra Advisory Services's ASCE Position: Q1 2026 in Review

Kestra Advisory Services sold out of Allspring SMID Core ETF (ASCE) in Q1 2026, closing a stake of 4,181 shares — an estimated $112K sold.

Kestra Advisory Services first reported a position in ASCE in Q4 2025 and held it in 1 quarter. The position peaked at $112K in Q4 2025. 17 funds tracked by Wall St. Rank hold ASCE as of Q1 2026.

  • Kestra Advisory Services reported no remaining Allspring SMID Core ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,181 Allspring SMID Core ETF shares in Q1 2026, an estimated $112K.
  • Kestra Advisory Services first reported a position in Allspring SMID Core ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Allspring SMID Core ETF position peaked at $112K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Allspring SMID Core ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.