Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Astoria US Quality Kings ETF ROE Stock Holding History

Cambridge Investment Research Advisors’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 		– Sell
-27,333
Closed -$968K – 4162
2026
Q1 		$968K Buy
+27,333
New +$1M ﹤0.01% 2200
2024
Q3 		– Sell
-7,703
Closed -$224K – 3514
2024
Q2 		$224K Buy
+7,703
New +$219K ﹤0.01% 2947

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

Cambridge Investment Research Advisors's ROE Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Astoria US Quality Kings ETF (ROE) in Q2 2026, closing a stake of 27,333 shares — an estimated $968K sold.

Cambridge Investment Research Advisors first reported a position in ROE in Q2 2024 and held it in 2 quarters. The position peaked at $968K in Q1 2026. 70 funds tracked by Wall St. Rank hold ROE as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining Astoria US Quality Kings ETF position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 27,333 Astoria US Quality Kings ETF shares in Q2 2026, an estimated $968K.
  • Cambridge Investment Research Advisors first reported a position in Astoria US Quality Kings ETF in Q2 2024 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Astoria US Quality Kings ETF position peaked at $968K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.