Valeo Financial Advisors’s ASE Group ASX Stock Holding History

Valeo Financial 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	$526K	Buy	11,647 +2,279	+24%	+$76.5K	0.01%	434
2026 Q1	$203K	Buy	+9,368	New	+$197K	﹤0.01%	684
2020 Q3	–	Sell	-495	Closed	-$2K	–	1605
2020 Q2	$2K	Hold	495	–	–	﹤0.01%	1722
2020 Q1	$2K	Sell	495 -30	-6%	-$141	﹤0.01%	1485
2019 Q4	$3K	Sell	525 -82	-14%	-$421	﹤0.01%	1378
2019 Q3	$3K	Sell	607 -15	-2%	-$66	﹤0.01%	1302
2019 Q2	$2K	Sell	622 -15	-2%	-$63	﹤0.01%	1379
2019 Q1	$3K	Hold	637	–	–	﹤0.01%	1273
2018 Q4	$2K	Sell	637 -1,042	-62%	-$4.13K	﹤0.01%	1258
2018 Q3	$7K	Buy	1,679 +224	+15%	+$1.06K	﹤0.01%	1070
2018 Q2	$7K	Buy	1,455 +290	+25%	+$1.6K	﹤0.01%	1038
2018 Q1	$8K	Sell	1,165 -45	-4%	-$316	﹤0.01%	978
2017 Q4	$8K	Buy	1,210 +185	+18%	+$1.17K	﹤0.01%	869
2017 Q3	$6K	Buy	+1,025	New	+$6.43K	﹤0.01%	816

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