AFP
ROE icon

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
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

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 $424B AUM 22.94% 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 $3.06B AUM 23.82% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

Ausdal Financial Partners's ROE Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Astoria US Quality Kings ETF (ROE) stake by 2.1% in Q1 2026, selling an estimated $5.02K and leaving 6,283 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #896.

Ausdal Financial Partners first reported a position in ROE in Q3 2025 and has held it in 3 quarters since. The position peaked at $235K in Q3 2025. 55 funds tracked by Wall St. Rank hold ROE as of Q1 2026.

  • Ausdal Financial Partners held 6,283 shares of Astoria US Quality Kings ETF worth $223K as of Q1 2026.
  • Ausdal Financial Partners sold 137 Astoria US Quality Kings ETF shares in Q1 2026, an estimated $5.02K.
  • Astoria US Quality Kings ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #896 holding.
  • Ausdal Financial Partners first reported a position in Astoria US Quality Kings ETF in Q3 2025 and has held it in 3 quarters since.
  • Ausdal Financial Partners's Astoria US Quality Kings ETF position peaked at $235K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.