VA
ASCE

VestGen Advisors’s Allspring SMID Core ETF ASCE Stock Holding History

VestGen Advisors’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 		$14.4M Buy
447,103
+2,932
+0.7% +$82.4K 0.38% 52
2025
Q4 		$11.9M Buy
+444,171
New +$11.8M 0.51% 39

Other funds holding ASCE

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
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

VestGen Advisors's ASCE Position: Q1 2026 in Review

VestGen Advisors increased its Allspring SMID Core ETF (ASCE) stake by 0.66% in Q1 2026, buying an estimated $82.4K and bringing the position to 447,103 shares worth $14.4M. The position accounts for 0.38% of the portfolio, ranked #52.

VestGen Advisors 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.

  • VestGen Advisors held 447,103 shares of Allspring SMID Core ETF worth $14.4M as of Q1 2026.
  • VestGen Advisors bought 2,932 Allspring SMID Core ETF shares in Q1 2026, an estimated $82.4K.
  • Allspring SMID Core ETF made up 0.38% of VestGen Advisors's portfolio in Q1 2026, its #52 holding.
  • VestGen Advisors 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 VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.