Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s ASE Group ASX Stock Holding History

Wealth Enhancement Advisory Services’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 		$836K Buy
19,597
+2,669
+16% +$89.6K ﹤0.01% 2217
2026
Q1 		$377K Sell
16,928
-8,882
-34% -$187K ﹤0.01% 2568
2025
Q4 		$452K Buy
25,810
+9,158
+55% +$130K ﹤0.01% 2560
2025
Q3 		$190K Buy
16,652
+1,028
+7% +$10.8K ﹤0.01% 3159
2025
Q2 		$162K Sell
15,624
-376
-2% -$3.51K ﹤0.01% 3043
2025
Q1 		$140K Buy
16,000
+301
+2% +$3.06K ﹤0.01% 2697
2024
Q4 		$158K Buy
15,699
+3,477
+28% +$34.6K ﹤0.01% 2736
2024
Q3 		$119K Sell
12,222
-2,463
-17% -$25K ﹤0.01% 2529
2024
Q2 		$168K Sell
14,685
-1,034
-7% -$11.2K ﹤0.01% 2329
2024
Q1 		$173K Sell
15,719
-679
-4% -$6.66K ﹤0.01% 2223
2023
Q4 		$154K Sell
16,398
-32,609
-67% -$270K ﹤0.01% 2128
2023
Q3 		$369K Buy
+49,007
New +$381K ﹤0.01% 1614

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's ASX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its ASE Group (ASX) stake by 16% in Q2 2026, buying an estimated $89.6K and bringing the position to 19,597 shares worth $836K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

Wealth Enhancement Advisory Services first reported a position in ASX in Q3 2023 and has held it in 12 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,597 shares of ASE Group worth $836K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,669 ASE Group shares in Q2 2026, an estimated $89.6K.
  • ASE Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2217 holding.
  • Wealth Enhancement Advisory Services first reported a position in ASE Group in Q3 2023 and has held it in 12 quarters since.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.