Valued Wealth Advisors’s ASE Group ASX Stock Holding History

Valued 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 Q3	$30.1K	Hold	676	–	–	0.01%	165
2026 Q2	$30.5K	Hold	676	–	–	0.01%	153
2026 Q1	$14.7K	Hold	676	–	–	0.01%	225
2025 Q4	$10.9K	Hold	676	–	–	﹤0.01%	209
2025 Q3	$7.5K	Hold	676	–	–	﹤0.01%	244
2025 Q2	$6.98K	Hold	676	–	–	﹤0.01%	248
2025 Q1	$5.92K	Hold	676	–	–	﹤0.01%	286
2024 Q4	$6.81K	Hold	676	–	–	﹤0.01%	269
2024 Q3	$6.6K	Hold	676	–	–	﹤0.01%	257
2024 Q2	$7.72K	Hold	676	–	–	0.01%	230
2024 Q1	$7.43K	Hold	676	–	–	0.01%	217
2023 Q4	$5.08K	Buy	+676	New	+$5.6K	﹤0.01%	197

Other funds holding ASX

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Valued Wealth Advisors's ASX Position: Q3 2026 in Review

Valued Wealth Advisors held its ASE Group (ASX) position steady in Q3 2026 at 676 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #165.

Valued Wealth Advisors first reported a position in ASX in Q4 2023 and has held it in 12 quarters since. The position peaked at $30.5K in Q2 2026. 288 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

Valued Wealth Advisors held 676 shares of ASE Group worth $30.1K as of Q3 2026.
Valued Wealth Advisors left its ASE Group share count unchanged in Q3 2026.
ASE Group made up 0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #165 holding.
Valued Wealth Advisors first reported a position in ASE Group in Q4 2023 and has held it in 12 quarters since.
Valued Wealth Advisors's ASE Group position peaked at $30.5K in Q2 2026.
288 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.