P
ASCE

&Partners’s Allspring SMID Core ETF ASCE Stock Holding History

&Partners’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 		$9.88M Buy
281,975
+53,829
+24% +$1.73M 0.04% 385
2026
Q1 		$6.36M Buy
228,146
+1,191
+0.5% +$33.5K 0.03% 458
2025
Q4 		$6.09M Buy
226,955
+28,009
+14% +$742K 0.03% 436
2025
Q3 		$5.26M Buy
+198,946
New +$5.13M 0.03% 403

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

&Partners's ASCE Position: Q2 2026 in Review

&Partners increased its Allspring SMID Core ETF (ASCE) stake by 24% in Q2 2026, buying an estimated $1.73M and bringing the position to 281,975 shares worth $9.88M. The position accounts for 0.04% of the portfolio, ranked #385.

&Partners first reported a position in ASCE in Q3 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold ASCE as of Q2 2026.

  • &Partners held 281,975 shares of Allspring SMID Core ETF worth $9.88M as of Q2 2026.
  • &Partners bought 53,829 Allspring SMID Core ETF shares in Q2 2026, an estimated $1.73M.
  • Allspring SMID Core ETF made up 0.04% of &Partners's portfolio in Q2 2026, its #385 holding.
  • &Partners first reported a position in Allspring SMID Core ETF in Q3 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Allspring SMID Core ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.