AssetMark Inc’s Astoria US Quality Kings ETF ROE Stock Holding History

AssetMark Inc’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 Q3	$10.8K	Buy	+253	New	+$10.9K	﹤0.01%	2478

Other funds holding ROE

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

BlueDoor Private Wealth Beverly, Massachusetts $236M AUM 14.87% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

AssetMark Inc's ROE Position: Q3 2026 in Review

AssetMark Inc opened a new position in Astoria US Quality Kings ETF (ROE) in Q3 2026: 253 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #2478 among its holdings.

39 funds tracked by Wall St. Rank hold ROE as of Q3 2026.

AssetMark Inc held 253 shares of Astoria US Quality Kings ETF worth $10.8K as of Q3 2026.
Astoria US Quality Kings ETF was a new AssetMark Inc position in Q3 2026.
Astoria US Quality Kings ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2478 holding.
39 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.