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Atomi Financial Group’s Astoria US Quality Kings ETF ROE Stock Holding History

Atomi Financial Group’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 		$1.32M Buy
37,210
+15,750
+73% +$577K 0.04% 345
2025
Q4 		$757K Sell
21,460
-2,200
-9% -$76.6K 0.02% 510
2025
Q3 		$818K Sell
23,660
-4,211
-15% -$139K 0.03% 456
2025
Q2 		$898K Buy
27,871
+501
+2% +$15K 0.03% 374
2025
Q1 		$801K Buy
+27,370
New +$842K 0.04% 373

Other funds holding ROE

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return

Atomi Financial Group's ROE Position: Q1 2026 in Review

Atomi Financial Group increased its Astoria US Quality Kings ETF (ROE) stake by 73% in Q1 2026, buying an estimated $577K and bringing the position to 37,210 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #345.

Atomi Financial Group first reported a position in ROE in Q1 2025 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold ROE as of Q1 2026.

  • Atomi Financial Group held 37,210 shares of Astoria US Quality Kings ETF worth $1.32M as of Q1 2026.
  • Atomi Financial Group bought 15,750 Astoria US Quality Kings ETF shares in Q1 2026, an estimated $577K.
  • Astoria US Quality Kings ETF made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #345 holding.
  • Atomi Financial Group first reported a position in Astoria US Quality Kings ETF in Q1 2025 and has held it in 5 quarters since.
  • 55 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.