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Bellars Harris Wealth Management, LLC’s Astoria US Quality Kings ETF ROE Stock Holding History

Bellars Harris Wealth Management, LLC’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
2026
Q2 		$3.44M Buy
+80,755
New +$3.23M 0.7% 64

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PWM
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LCGC
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Bellars Harris Wealth Management, LLC's ROE Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Astoria US Quality Kings ETF (ROE) in Q2 2026: 80,755 shares worth $3.44M. The stake represents 0.7% of the portfolio and ranks #64 among its holdings.

38 funds tracked by Wall St. Rank hold ROE as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 80,755 shares of Astoria US Quality Kings ETF worth $3.44M as of Q2 2026.
  • Astoria US Quality Kings ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • Astoria US Quality Kings ETF made up 0.7% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #64 holding.
  • 38 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.