Beacon Financial Advisory’s Astoria US Quality Kings ETF ROE Stock Holding History

Beacon Financial Advisory’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	$548K	Buy	+12,873	New	+$552K	0.1%	232

Other funds holding ROE

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

Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 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

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

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Beacon Financial Advisory's ROE Position: Q3 2026 in Review

Beacon Financial Advisory opened a new position in Astoria US Quality Kings ETF (ROE) in Q3 2026: 12,873 shares worth $548K. The stake represents 0.1% of the portfolio and ranks #232 among its holdings.

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

Beacon Financial Advisory held 12,873 shares of Astoria US Quality Kings ETF worth $548K as of Q3 2026.
Astoria US Quality Kings ETF was a new Beacon Financial Advisory position in Q3 2026.
Astoria US Quality Kings ETF made up 0.1% of Beacon Financial Advisory's portfolio in Q3 2026, its #232 holding.
18 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.