Abound Wealth Management’s ASE Group ASX Stock Holding History

Abound Wealth Management’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	$1.08K	Sell	24 -9	-27%	-$302	﹤0.01%	812
2026 Q1	$716	Sell	33 -54	-62%	-$1.14K	﹤0.01%	1017
2025 Q4	$1.4K	Sell	87 -23	-21%	-$327	﹤0.01%	884
2025 Q3	$1.22K	Buy	110 +20	+22%	+$209	﹤0.01%	853
2025 Q2	$930	Hold	90	–	–	﹤0.01%	812
2025 Q1	$789	Sell	90 -48	-35%	-$488	﹤0.01%	777
2024 Q4	$1.39K	Buy	138 +8	+6%	+$80	﹤0.01%	706
2024 Q3	$1.27K	Buy	130 +20	+18%	+$203	﹤0.01%	756
2024 Q2	$1.26K	Sell	110 -22	-17%	-$239	﹤0.01%	695
2024 Q1	$1.45K	Sell	132 -32	-20%	-$314	﹤0.01%	718
2023 Q4	$1.54K	Sell	164 -38	-19%	-$315	﹤0.01%	689
2023 Q3	$1.52K	Hold	202	–	–	﹤0.01%	659
2023 Q2	$1.57K	Buy	+202	New	+$1.55K	﹤0.01%	674

Other funds holding ASX

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return