Empire Financial Management Company’s Astoria US Quality Kings ETF ROE Stock Holding History

Empire Financial Management Company’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	$295K	Buy	8,319 +50	+0.6%	+$1.83K	0.07%	184
2025 Q4	$292K	Buy	8,269 +2,113	+34%	+$73.6K	0.06%	184
2025 Q3	$213K	Sell	6,156 -120	-2%	-$3.97K	0.05%	205
2025 Q2	$202K	Buy	+6,276	New	+$188K	0.06%	196

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Empire Financial Management Company's ROE Position: Q1 2026 in Review

Empire Financial Management Company increased its Astoria US Quality Kings ETF (ROE) stake by 0.6% in Q1 2026, buying an estimated $1.83K and bringing the position to 8,319 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #184.

Empire Financial Management Company first reported a position in ROE in Q2 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold ROE as of Q1 2026.

Empire Financial Management Company held 8,319 shares of Astoria US Quality Kings ETF worth $295K as of Q1 2026.
Empire Financial Management Company bought 50 Astoria US Quality Kings ETF shares in Q1 2026, an estimated $1.83K.
Astoria US Quality Kings ETF made up 0.07% of Empire Financial Management Company's portfolio in Q1 2026, its #184 holding.
Empire Financial Management Company first reported a position in Astoria US Quality Kings ETF in Q2 2025 and has held it in 4 quarters since.
55 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.