Intentional Wealth Strategies’s ASE Group ASX Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-583	Closed	-$12.6K	–	132
2026 Q1	$12.6K	Buy	+583	New	+$12.3K	0.01%	343

Other funds holding ASX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Intentional Wealth Strategies's ASX Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of ASE Group (ASX) in Q2 2026, closing a stake of 583 shares — an estimated $12.6K sold.

Intentional Wealth Strategies first reported a position in ASX in Q1 2026 and held it in 1 quarter. The position peaked at $12.6K in Q1 2026. 485 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

Intentional Wealth Strategies reported no remaining ASE Group position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 583 ASE Group shares in Q2 2026, an estimated $12.6K.
Intentional Wealth Strategies first reported a position in ASE Group in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's ASE Group position peaked at $12.6K in Q1 2026.
485 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.