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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
Q2 		$1.64M Buy
36,324
+19,294
+113% +$648K 0.14% 88
2026
Q1 		$369K Buy
+17,030
New +$358K 0.04% 274

Other funds holding ASX

TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
DCM
Dilation Capital Management New York $248M AUM 139.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LVW Advisors's ASX Position: Q2 2026 in Review

LVW Advisors increased its ASE Group (ASX) stake by 113% in Q2 2026, buying an estimated $648K and bringing the position to 36,324 shares worth $1.64M. The position accounts for 0.14% of the portfolio, ranked #88.

LVW Advisors first reported a position in ASX in Q1 2026 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • LVW Advisors held 36,324 shares of ASE Group worth $1.64M as of Q2 2026.
  • LVW Advisors bought 19,294 ASE Group shares in Q2 2026, an estimated $648K.
  • ASE Group made up 0.14% of LVW Advisors's portfolio in Q2 2026, its #88 holding.
  • LVW Advisors first reported a position in ASE Group in Q1 2026 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.