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
Q2 		$1.54M Buy
43,882
+7,884
+22% +$253K 0.05% 310
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 $3.43B AUM 37.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Meridian Wealth Management's ASCE Position: Q2 2026 in Review

Meridian Wealth Management increased its Allspring SMID Core ETF (ASCE) stake by 22% in Q2 2026, buying an estimated $253K and bringing the position to 43,882 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #310.

Meridian Wealth Management first reported a position in ASCE in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold ASCE as of Q2 2026.

  • Meridian Wealth Management held 43,882 shares of Allspring SMID Core ETF worth $1.54M as of Q2 2026.
  • Meridian Wealth Management bought 7,884 Allspring SMID Core ETF shares in Q2 2026, an estimated $253K.
  • Allspring SMID Core ETF made up 0.05% of Meridian Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Meridian Wealth Management first reported a position in Allspring SMID Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Allspring SMID Core ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.