Eastern Bank
ROE icon

Eastern Bank’s Astoria US Quality Kings ETF ROE Stock Holding History

Eastern Bank’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
-46
Closed -$1.35K – 1005
2025
Q1 		$1.35K Buy
+46
New +$1.42K ﹤0.01% 943

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
Atria Investments
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 $106M AUM

Eastern Bank's ROE Position: Q2 2025 in Review

Eastern Bank sold out of Astoria US Quality Kings ETF (ROE) in Q2 2025, closing a stake of 46 shares — an estimated $1.35K sold.

Eastern Bank first reported a position in ROE in Q1 2025 and held it in 1 quarter. The position peaked at $1.35K in Q1 2025. 53 funds tracked by Wall St. Rank hold ROE as of Q2 2025.

  • Eastern Bank reported no remaining Astoria US Quality Kings ETF position as of Q2 2025 after selling out during the quarter.
  • Eastern Bank sold 46 Astoria US Quality Kings ETF shares in Q2 2025, an estimated $1.35K.
  • Eastern Bank first reported a position in Astoria US Quality Kings ETF in Q1 2025 and held it in 1 quarter.
  • Eastern Bank's Astoria US Quality Kings ETF position peaked at $1.35K in Q1 2025.
  • 53 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q2 2025.

Based on Eastern Bank's 13F filing for Q2 2025, filed 24 Jul 2025.