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Integrated Wealth Concepts’s ASE Group ASX Stock Holding History

Integrated Wealth Concepts’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 		$317K Buy
+7,035
New +$236K ﹤0.01% 1943
2025
Q3 		– Sell
-14,591
Closed -$151K – 1982
2025
Q2 		$151K Buy
+14,591
New +$136K ﹤0.01% 1800
2023
Q1 		– Sell
-12,508
Closed -$78K – 1348
2022
Q4 		$78K Sell
12,508
-518
-4% -$3.04K ﹤0.01% 1000
2022
Q3 		$65K Buy
13,026
+603
+5% +$3.4K ﹤0.01% 926
2022
Q2 		$64K Buy
12,423
+630
+5% +$4.2K ﹤0.01% 952
2022
Q1 		$84K Buy
+11,793
New +$86.6K ﹤0.01% 913

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Integrated Wealth Concepts's ASX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in ASE Group (ASX) in Q2 2026: 7,035 shares worth $317K. The stake represents ﹤0.01% of the portfolio and ranks #1943 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in ASX as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in ASX in Q1 2022 and has held it in 6 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Integrated Wealth Concepts held 7,035 shares of ASE Group worth $317K as of Q2 2026.
  • ASE Group was a new Integrated Wealth Concepts position in Q2 2026.
  • ASE Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1943 holding.
  • Integrated Wealth Concepts first reported a position in ASE Group in Q1 2022 and has held it in 6 quarters since.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.