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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Spire Wealth Management's ASX Position: Q2 2026 in Review

Spire Wealth Management held its ASE Group (ASX) position steady in Q2 2026 at 124 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Spire Wealth Management first reported a position in ASX in Q1 2021 and has held it in 10 quarters since. The position peaked at $23K in Q4 2021. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

Spire Wealth Management held 124 shares of ASE Group worth $5.59K as of Q2 2026.
Spire Wealth Management left its ASE Group share count unchanged in Q2 2026.
ASE Group made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1809 holding.
Spire Wealth Management first reported a position in ASE Group in Q1 2021 and has held it in 10 quarters since.
Spire Wealth Management's ASE Group position peaked at $23K in Q4 2021.
486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.