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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
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

TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Valued Wealth Advisors's ASX Position: Q2 2026 in Review

Valued Wealth Advisors held its ASE Group (ASX) position steady in Q2 2026 at 676 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #153.

Valued Wealth Advisors first reported a position in ASX in Q4 2023 and has held it in 11 quarters since. 77 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Valued Wealth Advisors held 676 shares of ASE Group worth $30.5K as of Q2 2026.
  • Valued Wealth Advisors left its ASE Group share count unchanged in Q2 2026.
  • ASE Group made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • Valued Wealth Advisors first reported a position in ASE Group in Q4 2023 and has held it in 11 quarters since.
  • 77 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.