JFS Wealth Advisors’s ASE Group ASX Stock Holding History

JFS Wealth Advisors’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	$94.2K	Hold	2,088	–	–	﹤0.01%	445
2026 Q1	$45.3K	Hold	2,088	–	–	﹤0.01%	546
2025 Q4	$33.6K	Buy	2,088 +410	+24%	+$5.83K	﹤0.01%	618
2025 Q3	$18.6K	Hold	1,678	–	–	﹤0.01%	712
2025 Q2	$17.3K	Buy	1,678 +22	+1%	+$205	﹤0.01%	689
2025 Q1	$14.5K	Buy	1,656 +126	+8%	+$1.28K	﹤0.01%	759
2024 Q4	$15.4K	Buy	1,530 +27	+2%	+$269	﹤0.01%	715
2024 Q3	$14.7K	Buy	1,503 +304	+25%	+$3.09K	﹤0.01%	725
2024 Q2	$13.7K	Hold	1,199	–	–	﹤0.01%	696
2024 Q1	$13.2K	Buy	1,199 +17	+1%	+$167	﹤0.01%	730
2023 Q4	$11.1K	Buy	1,182 +161	+16%	+$1.33K	﹤0.01%	742
2023 Q3	$7.68K	Sell	1,021 -6	-0.6%	-$47	﹤0.01%	817
2023 Q2	$8K	Buy	1,027 +52	+5%	+$400	﹤0.01%	803
2023 Q1	$7.77K	Buy	975 +88	+10%	+$643	﹤0.01%	810
2022 Q4	$5.56K	Buy	887 +427	+93%	+$2.5K	﹤0.01%	955
2022 Q3	$2K	Buy	460 +155	+51%	+$873	﹤0.01%	1274
2022 Q2	$2K	Sell	305 -547	-64%	-$3.64K	﹤0.01%	1274
2022 Q1	$6K	Buy	852 +637	+296%	+$4.68K	﹤0.01%	948
2021 Q4	$2K	Buy	+215	New	+$1.58K	﹤0.01%	1026

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