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Ausdal Financial Partners’s Astoria US Quality Kings ETF ROE Stock Holding History

Ausdal Financial Partners’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
Q2 		$251K Sell
5,881
-402
-6% -$16.1K 0.01% 890
2026
Q1 		$223K Sell
6,283
-137
-2% -$5.02K 0.01% 896
2025
Q4 		$226K Sell
6,420
-388
-6% -$13.5K 0.01% 846
2025
Q3 		$235K Buy
+6,808
New +$225K 0.01% 825

Other funds holding ROE

HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ausdal Financial Partners's ROE Position: Q2 2026 in Review

Ausdal Financial Partners reduced its Astoria US Quality Kings ETF (ROE) stake by 6.4% in Q2 2026, selling an estimated $16.1K and leaving 5,881 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #890.

Ausdal Financial Partners first reported a position in ROE in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold ROE as of Q2 2026.

  • Ausdal Financial Partners held 5,881 shares of Astoria US Quality Kings ETF worth $251K as of Q2 2026.
  • Ausdal Financial Partners sold 402 Astoria US Quality Kings ETF shares in Q2 2026, an estimated $16.1K.
  • Astoria US Quality Kings ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #890 holding.
  • Ausdal Financial Partners first reported a position in Astoria US Quality Kings ETF in Q3 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.