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Crossmark Global Holdings’s Astoria US Quality Kings ETF ROE Stock Holding History

Crossmark Global Holdings’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
-8,043
Closed -$278K – 1307
2025
Q3 		$278K Sell
8,043
-1,901
-19% -$62.9K ﹤0.01% 1123
2025
Q2 		$320K Buy
9,944
+502
+5% +$15.1K 0.01% 1074
2025
Q1 		$276K Buy
+9,442
New +$290K ﹤0.01% 1124

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 $40.4B AUM 21.2% 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 $374B AUM 17.66% 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 $95.8M AUM 15.42% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Crossmark Global Holdings's ROE Position: Q4 2025 in Review

Crossmark Global Holdings sold out of Astoria US Quality Kings ETF (ROE) in Q4 2025, closing a stake of 8,043 shares — an estimated $278K sold.

Crossmark Global Holdings first reported a position in ROE in Q1 2025 and held it in 3 quarters. The position peaked at $320K in Q2 2025. 57 funds tracked by Wall St. Rank hold ROE as of Q4 2025.

  • Crossmark Global Holdings reported no remaining Astoria US Quality Kings ETF position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 8,043 Astoria US Quality Kings ETF shares in Q4 2025, an estimated $278K.
  • Crossmark Global Holdings first reported a position in Astoria US Quality Kings ETF in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's Astoria US Quality Kings ETF position peaked at $320K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.