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180 Wealth Advisors’s ASE Group ASX Stock Holding History

180 Wealth Advisors’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$404K Sell
8,962
-491
-5% -$16.5K 0.04% 319
2026
Q1 		$205K Sell
9,453
-1,053
-10% -$22.1K 0.02% 444
2025
Q4 		$169K Sell
10,506
-1,798
-15% -$25.6K 0.02% 456
2025
Q3 		$136K Buy
12,304
+234
+2% +$2.45K 0.02% 440
2025
Q2 		$125K Buy
12,070
+72
+0.6% +$672 0.02% 409
2025
Q1 		$105K Hold
11,998
– – 0.02% 398
2024
Q4 		$121K Sell
11,998
-513
-4% -$5.11K 0.02% 409
2024
Q3 		$122K Sell
12,511
-27
-0.2% -$274 0.02% 425
2024
Q2 		$157K Sell
12,538
-796
-6% -$8.63K 0.03% 411
2024
Q1 		$147K Sell
13,334
-796
-6% -$7.81K 0.03% 384
2023
Q4 		$128K Sell
14,130
-810
-5% -$6.71K 0.03% 368
2023
Q3 		$112K Hold
14,940
– – 0.03% 352
2023
Q2 		$117K Buy
+14,940
New +$115K 0.03% 354

Other funds holding ASX

TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

180 Wealth Advisors's ASX Position: Q2 2026 in Review

180 Wealth Advisors reduced its ASE Group (ASX) stake by 5.2% in Q2 2026, selling an estimated $16.5K and leaving 8,962 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #319.

180 Wealth Advisors first reported a position in ASX in Q2 2023 and has held it in 13 quarters since. 77 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • 180 Wealth Advisors held 8,962 shares of ASE Group worth $404K as of Q2 2026.
  • 180 Wealth Advisors sold 491 ASE Group shares in Q2 2026, an estimated $16.5K.
  • ASE Group made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #319 holding.
  • 180 Wealth Advisors first reported a position in ASE Group in Q2 2023 and has held it in 13 quarters since.
  • 77 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.