U.S. Capital Wealth Advisors’s ASE Group ASX Stock Holding History

U.S. Capital 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 Q1	$419K	Buy	19,312 +1,018	+6%	+$21.4K	0.01%	720
2025 Q4	$295K	Buy	18,294 +146	+0.8%	+$2.08K	0.01%	813
2025 Q3	$201K	Buy	18,148 +150	+0.8%	+$1.57K	0.01%	897
2025 Q2	$186K	Hold	17,998	–	–	0.01%	844
2025 Q1	$158K	Buy	+17,998	New	+$183K	﹤0.01%	810

Other funds holding ASX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

U.S. Capital Wealth Advisors's ASX Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its ASE Group (ASX) stake by 5.6% in Q1 2026, buying an estimated $21.4K and bringing the position to 19,312 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #720.

U.S. Capital Wealth Advisors first reported a position in ASX in Q1 2025 and has held it in 5 quarters since. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

U.S. Capital Wealth Advisors held 19,312 shares of ASE Group worth $419K as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,018 ASE Group shares in Q1 2026, an estimated $21.4K.
ASE Group made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #720 holding.
U.S. Capital Wealth Advisors first reported a position in ASE Group in Q1 2025 and has held it in 5 quarters since.
369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.