LVW Advisors
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LVW Advisors’s ASE Group ASX Stock Holding History

LVW 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
Q3 		$1.71M Buy
38,458
+2,134
+6% +$83.6K 0.14% 85
2026
Q2 		$1.64M Buy
36,324
+19,294
+113% +$648K 0.14% 88
2026
Q1 		$369K Buy
+17,030
New +$358K 0.04% 274

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TT International Asset Management
TT International Asset Management London, United Kingdom $898M AUM 75.03% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

LVW Advisors's ASX Position: Q3 2026 in Review

LVW Advisors increased its ASE Group (ASX) stake by 5.9% in Q3 2026, buying an estimated $83.6K and bringing the position to 38,458 shares worth $1.71M. The position accounts for 0.14% of the portfolio, ranked #85.

LVW Advisors first reported a position in ASX in Q1 2026 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

  • LVW Advisors held 38,458 shares of ASE Group worth $1.71M as of Q3 2026.
  • LVW Advisors bought 2,134 ASE Group shares in Q3 2026, an estimated $83.6K.
  • ASE Group made up 0.14% of LVW Advisors's portfolio in Q3 2026, its #85 holding.
  • LVW Advisors first reported a position in ASE Group in Q1 2026 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.