Avantax Advisory Services’s ASE Group ASX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.8M Sell
173,850
-8,863
-5% -$82.7K 0.01% 856
2025
Q1
$1.6M Sell
182,713
-7,630
-4% -$77.6K 0.01% 858
2024
Q4
$1.92M Buy
190,343
+2,677
+1% +$26.7K 0.01% 731
2024
Q3
$1.83M Buy
187,666
+2,767
+1% +$28.1K 0.01% 747
2024
Q2
$2.11M Buy
+184,899
New +$2M 0.02% 642

Other funds holding ASX

Avantax Advisory Services's ASX Position: Q2 2025 in Review

Avantax Advisory Services reduced its ASE Group (ASX) stake by 4.9% in Q2 2025, selling an estimated $82.7K and leaving 173,850 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #856.

Avantax Advisory Services first reported a position in ASX in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.11M in Q2 2024. 279 funds tracked by Wall St. Rank hold ASX as of Q2 2025.

  • Avantax Advisory Services held 173,850 shares of ASE Group worth $1.8M as of Q2 2025.
  • Avantax Advisory Services sold 8,863 ASE Group shares in Q2 2025, an estimated $82.7K.
  • ASE Group made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #856 holding.
  • Avantax Advisory Services first reported a position in ASE Group in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's ASE Group position peaked at $2.11M in Q2 2024.
  • 279 funds tracked by Wall St. Rank held ASE Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.