Twin Peaks Wealth Advisors’s ASE Group ASX Stock Holding History

Twin Peaks Wealth 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	–	Sell	-1,439	Closed	-$31.2K	–	380
2026 Q1	$31.2K	Buy	+1,439	New	+$30.3K	0.01%	554
2025 Q3	–	Sell	-643	Closed	-$6.51K	–	314
2025 Q2	$6.51K	Buy	+643	New	+$6K	﹤0.01%	1155

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

Twin Peaks Wealth Advisors's ASX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of ASE Group (ASX) in Q2 2026, closing a stake of 1,439 shares — an estimated $31.2K sold.

Twin Peaks Wealth Advisors first reported a position in ASX in Q2 2025 and held it in 2 quarters. The position peaked at $31.2K in Q1 2026. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining ASE Group position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1,439 ASE Group shares in Q2 2026, an estimated $31.2K.
Twin Peaks Wealth Advisors first reported a position in ASE Group in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's ASE Group position peaked at $31.2K in Q1 2026.
486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.