4A
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4Wealth Advisors’s Astoria US Quality Kings ETF ROE Stock Holding History

4Wealth Advisors’s Portfolio ROE Stock Details ROE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,422
Closed -$256K – 141
2024
Q4 		$256K Buy
+8,422
New +$263K 0.26% 125

Other funds holding ROE

HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

4Wealth Advisors's ROE Position: Q1 2025 in Review

4Wealth Advisors sold out of Astoria US Quality Kings ETF (ROE) in Q1 2025, closing a stake of 8,422 shares — an estimated $256K sold.

4Wealth Advisors first reported a position in ROE in Q4 2024 and held it in 1 quarter. The position peaked at $256K in Q4 2024. 53 funds tracked by Wall St. Rank hold ROE as of Q1 2025.

  • 4Wealth Advisors reported no remaining Astoria US Quality Kings ETF position as of Q1 2025 after selling out during the quarter.
  • 4Wealth Advisors sold 8,422 Astoria US Quality Kings ETF shares in Q1 2025, an estimated $256K.
  • 4Wealth Advisors first reported a position in Astoria US Quality Kings ETF in Q4 2024 and held it in 1 quarter.
  • 4Wealth Advisors's Astoria US Quality Kings ETF position peaked at $256K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q1 2025.

Based on 4Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.