MWM
ASCE

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

Meridian 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
Q1 		$1M Buy
35,998
+17,161
+91% +$482K 0.04% 358
2025
Q4 		$505K Buy
+18,837
New +$499K 0.02% 498

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
QFW
QTR Family Wealth Lake Mary, Florida $240M AUM 29.03% 1-Year Est. Return

Meridian Wealth Management's ASCE Position: Q1 2026 in Review

Meridian Wealth Management increased its Allspring SMID Core ETF (ASCE) stake by 91% in Q1 2026, buying an estimated $482K and bringing the position to 35,998 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #358.

Meridian Wealth Management first reported a position in ASCE in Q4 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold ASCE as of Q1 2026.

  • Meridian Wealth Management held 35,998 shares of Allspring SMID Core ETF worth $1M as of Q1 2026.
  • Meridian Wealth Management bought 17,161 Allspring SMID Core ETF shares in Q1 2026, an estimated $482K.
  • Allspring SMID Core ETF made up 0.04% of Meridian Wealth Management's portfolio in Q1 2026, its #358 holding.
  • Meridian Wealth Management first reported a position in Allspring SMID Core ETF in Q4 2025 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Allspring SMID Core ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.