Spire Wealth Management’s ASE Group ASX Stock Holding History

Spire Wealth Management’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	$5.59K	Hold	124	–	–	﹤0.01%	1809
2026 Q1	$2.69K	Hold	124	–	–	﹤0.01%	1982
2025 Q4	$2K	Buy	+124	New	+$1.76K	﹤0.01%	2101
2023 Q1	–	Sell	-150	Closed	-$1K	–	2480
2022 Q4	$1K	Hold	150	–	–	﹤0.01%	2138
2022 Q3	$1K	Buy	+150	New	+$845	﹤0.01%	2038
2022 Q2	–	Sell	-300	Closed	-$2K	–	2654
2022 Q1	$2K	Sell	300 -2,673	-90%	-$19.6K	﹤0.01%	2370
2021 Q4	$23K	Buy	2,973 +2,673	+891%	+$19.6K	﹤0.01%	2061
2021 Q3	$2K	Hold	300	–	–	﹤0.01%	2447
2021 Q2	$2K	Sell	300 -286	-49%	-$2.3K	﹤0.01%	2462
2021 Q1	$5K	Buy	+586	New	+$4.38K	﹤0.01%	2612

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

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return