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
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

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 $374B AUM 17.66% 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 $2.74B AUM 20.71% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return

Cambridge Investment Research Advisors's ROE Position: Q1 2026 in Review

Cambridge Investment Research Advisors opened a new position in Astoria US Quality Kings ETF (ROE) in Q1 2026: 27,333 shares worth $968K. The stake represents ﹤0.01% of the portfolio and ranks #2200 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in ROE as recently as Q2 2024.

Cambridge Investment Research Advisors first reported a position in ROE in Q2 2024 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold ROE as of Q1 2026.

  • Cambridge Investment Research Advisors held 27,333 shares of Astoria US Quality Kings ETF worth $968K as of Q1 2026.
  • Astoria US Quality Kings ETF was a new Cambridge Investment Research Advisors position in Q1 2026.
  • Astoria US Quality Kings ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2200 holding.
  • Cambridge Investment Research Advisors first reported a position in Astoria US Quality Kings ETF in Q2 2024 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.