Advisory Services Network
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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

Hobbs Group Advisors
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Vermillion & White Wealth Management Group
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Greenwich Wealth Management
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Oregon Pacific Wealth Management
Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 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. 59 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.
  • 59 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.