AE Wealth Management’s Astoria US Quality Kings ETF ROE Stock Holding History

AE Wealth Management’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 Q1	$1.3M	Sell	36,772 -257	-0.7%	-$9.42K	0.01%	771
2025 Q4	$1.31M	Sell	37,029 -1,164	-3%	-$40.6K	0.01%	731
2025 Q3	$1.32M	Sell	38,193 -393	-1%	-$13K	0.01%	681
2025 Q2	$1.24M	Buy	38,586 +634	+2%	+$19K	0.01%	665
2025 Q1	$1.11M	Buy	37,952 +10,462	+38%	+$322K	0.01%	678
2024 Q4	$836K	Sell	27,490 -835	-3%	-$26K	0.01%	752
2024 Q3	$873K	Buy	+28,325	New	+$844K	0.01%	730

Other funds holding ROE

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return