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Burkett Financial Services’s Astoria US Quality Kings ETF ROE Stock Holding History

Burkett Financial Services’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
2025
Q2 		– Sell
-1,062
Closed -$31.1K – 246
2025
Q1 		$31.1K Buy
+1,062
New +$32.7K 0.01% 113

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

Burkett Financial Services's ROE Position: Q2 2025 in Review

Burkett Financial Services sold out of Astoria US Quality Kings ETF (ROE) in Q2 2025, closing a stake of 1,062 shares — an estimated $31.1K sold.

Burkett Financial Services first reported a position in ROE in Q1 2025 and held it in 1 quarter. The position peaked at $31.1K in Q1 2025. 53 funds tracked by Wall St. Rank hold ROE as of Q2 2025.

  • Burkett Financial Services reported no remaining Astoria US Quality Kings ETF position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 1,062 Astoria US Quality Kings ETF shares in Q2 2025, an estimated $31.1K.
  • Burkett Financial Services first reported a position in Astoria US Quality Kings ETF in Q1 2025 and held it in 1 quarter.
  • Burkett Financial Services's Astoria US Quality Kings ETF position peaked at $31.1K in Q1 2025.
  • 53 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.