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Clearstead Advisors’s Astoria US Quality Kings ETF ROE Stock Holding History

Clearstead 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
2025
Q4 		– Sell
-523
Closed -$18.1K – 3170
2025
Q3 		$18.1K Buy
+523
New +$17.3K ﹤0.01% 1693

Other funds holding ROE

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 $51.6B AUM 27.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 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
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Clearstead Advisors's ROE Position: Q4 2025 in Review

Clearstead Advisors sold out of Astoria US Quality Kings ETF (ROE) in Q4 2025, closing a stake of 523 shares — an estimated $18.1K sold.

Clearstead Advisors first reported a position in ROE in Q3 2025 and held it in 1 quarter. The position peaked at $18.1K in Q3 2025. 57 funds tracked by Wall St. Rank hold ROE as of Q4 2025.

  • Clearstead Advisors reported no remaining Astoria US Quality Kings ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 523 Astoria US Quality Kings ETF shares in Q4 2025, an estimated $18.1K.
  • Clearstead Advisors first reported a position in Astoria US Quality Kings ETF in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's Astoria US Quality Kings ETF position peaked at $18.1K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.