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
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 $3.76B 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
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
QFW
QTR Family Wealth Lake Mary, Florida $240M AUM 29.03% 1-Year Est. Return

&Partners's ASCE Position: Q1 2026 in Review

&Partners increased its Allspring SMID Core ETF (ASCE) stake by 0.52% in Q1 2026, buying an estimated $33.5K and bringing the position to 228,146 shares worth $6.36M. The position accounts for 0.03% of the portfolio, ranked #458.

&Partners first reported a position in ASCE in Q3 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold ASCE as of Q1 2026.

  • &Partners held 228,146 shares of Allspring SMID Core ETF worth $6.36M as of Q1 2026.
  • &Partners bought 1,191 Allspring SMID Core ETF shares in Q1 2026, an estimated $33.5K.
  • Allspring SMID Core ETF made up 0.03% of &Partners's portfolio in Q1 2026, its #458 holding.
  • &Partners first reported a position in Allspring SMID Core ETF in Q3 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Allspring SMID Core ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.