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Elevation Wealth Partners’s ASE Group ASX Stock Holding History

Elevation Wealth Partners’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
Q3 		$14K Hold
314
– – ﹤0.01% 781
2026
Q2 		$14.2K Buy
+314
New +$10.5K ﹤0.01% 696

Other funds holding ASX

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Elevation Wealth Partners's ASX Position: Q3 2026 in Review

Elevation Wealth Partners held its ASE Group (ASX) position steady in Q3 2026 at 314 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Elevation Wealth Partners first reported a position in ASX in Q2 2026 and has held it in 2 quarters since. The position peaked at $14.2K in Q2 2026. 18 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

  • Elevation Wealth Partners held 314 shares of ASE Group worth $14K as of Q3 2026.
  • Elevation Wealth Partners left its ASE Group share count unchanged in Q3 2026.
  • ASE Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #781 holding.
  • Elevation Wealth Partners first reported a position in ASE Group in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's ASE Group position peaked at $14.2K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.