Private Trust Company’s Allspring SMID Core ETF ASCE Stock Holding History

Private Trust Company’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 Q3	$48.8K	Buy	+1,489	New	+$51.1K	﹤0.01%	1397

Other funds holding ASCE

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

QTR Family Wealth Lake Mary, Florida $270M AUM 34.3% 1-Year Est. Return

Private Trust Company's ASCE Position: Q3 2026 in Review

Private Trust Company opened a new position in Allspring SMID Core ETF (ASCE) in Q3 2026: 1,489 shares worth $48.8K. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings.

18 funds tracked by Wall St. Rank hold ASCE as of Q3 2026.

Private Trust Company held 1,489 shares of Allspring SMID Core ETF worth $48.8K as of Q3 2026.
Allspring SMID Core ETF was a new Private Trust Company position in Q3 2026.
Allspring SMID Core ETF made up ﹤0.01% of Private Trust Company's portfolio in Q3 2026, its #1397 holding.
18 funds tracked by Wall St. Rank held Allspring SMID Core ETF as of Q3 2026.

Based on Private Trust Company's 13F filing for Q3 2026, filed 20 Oct 2026.