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Bellars Harris Wealth Management’s Astoria US Quality Kings ETF ROE Stock Holding History

Bellars Harris Wealth Management’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 		$3.44M Buy
+80,755
New +$3.23M 0.7% 64

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 $1.65B AUM 17.84% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 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 22.96% 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

Bellars Harris Wealth Management's ROE Position: Q2 2026 in Review

Bellars Harris Wealth Management opened a new position in Astoria US Quality Kings ETF (ROE) in Q2 2026: 80,755 shares worth $3.44M. The stake represents 0.7% of the portfolio and ranks #64 among its holdings.

70 funds tracked by Wall St. Rank hold ROE as of Q2 2026.

  • Bellars Harris Wealth Management held 80,755 shares of Astoria US Quality Kings ETF worth $3.44M as of Q2 2026.
  • Astoria US Quality Kings ETF was a new Bellars Harris Wealth Management position in Q2 2026.
  • Astoria US Quality Kings ETF made up 0.7% of Bellars Harris Wealth Management's portfolio in Q2 2026, its #64 holding.
  • 70 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q2 2026.

Based on Bellars Harris Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.