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Advisory Services Network’s Astoria US Quality Kings ETF ROE Stock Holding History

Advisory Services Network’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
Q4 		– Sell
-11,865
Closed -$410K – 3754
2025
Q3 		$410K Hold
11,865
– – 0.01% 1299
2025
Q2 		$384K Sell
11,865
-2,729
-19% -$81.8K 0.01% 1284
2025
Q1 		$427K Buy
14,594
+4,309
+42% +$133K 0.01% 1130
2024
Q4 		$313K Buy
+10,285
New +$321K 0.01% 1278

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Advisory Services Network's ROE Position: Q4 2025 in Review

Advisory Services Network sold out of Astoria US Quality Kings ETF (ROE) in Q4 2025, closing a stake of 11,865 shares — an estimated $410K sold.

Advisory Services Network first reported a position in ROE in Q4 2024 and held it in 4 quarters. The position peaked at $427K in Q1 2025. 57 funds tracked by Wall St. Rank hold ROE as of Q4 2025.

  • Advisory Services Network reported no remaining Astoria US Quality Kings ETF position as of Q4 2025 after selling out during the quarter.
  • Advisory Services Network sold 11,865 Astoria US Quality Kings ETF shares in Q4 2025, an estimated $410K.
  • Advisory Services Network first reported a position in Astoria US Quality Kings ETF in Q4 2024 and held it in 4 quarters.
  • Advisory Services Network's Astoria US Quality Kings ETF position peaked at $427K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.