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Retirement Wealth Solutions’s ASE Group ASX Stock Holding History

Retirement Wealth Solutions’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 		$44K Sell
975
-259
-21% -$8.7K 0.02% 105
2026
Q1 		$26.8K Sell
1,234
-296
-19% -$6.22K 0.02% 122
2025
Q4 		$24.6K Hold
1,530
– – 0.02% 142
2025
Q3 		$17K Sell
1,530
-313
-17% -$3.28K 0.01% 174
2025
Q2 		$19K Hold
1,843
– – 0.01% 152
2025
Q1 		$16.1K Hold
1,843
– – 0.01% 157
2024
Q4 		$19.3K Buy
+1,843
New +$18.4K 0.02% 149

Other funds holding ASX

TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Retirement Wealth Solutions's ASX Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its ASE Group (ASX) stake by 21% in Q2 2026, selling an estimated $8.7K and leaving 975 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #105.

Retirement Wealth Solutions first reported a position in ASX in Q4 2024 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Retirement Wealth Solutions held 975 shares of ASE Group worth $44K as of Q2 2026.
  • Retirement Wealth Solutions sold 259 ASE Group shares in Q2 2026, an estimated $8.7K.
  • ASE Group made up 0.02% of Retirement Wealth Solutions's portfolio in Q2 2026, its #105 holding.
  • Retirement Wealth Solutions first reported a position in ASE Group in Q4 2024 and has held it in 7 quarters since.
  • 76 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.