Greenwich Wealth Management’s Astoria US Quality Kings ETF ROE Stock Holding History

Greenwich Wealth Management’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	$10.3M	Buy	290,081 +95,514	+49%	+$3.5M	0.42%	42
2025 Q4	$6.86M	Buy	194,567 +77,742	+67%	+$2.71M	0.31%	50
2025 Q3	$4.04M	Buy	116,825 +52,934	+83%	+$1.75M	0.2%	64
2025 Q2	$2.06M	Buy	63,891 +4,471	+8%	+$134K	0.1%	91
2025 Q1	$1.74M	Buy	+59,420	New	+$1.83M	0.13%	86

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

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Greenwich Wealth Management's ROE Position: Q1 2026 in Review

Greenwich Wealth Management increased its Astoria US Quality Kings ETF (ROE) stake by 49% in Q1 2026, buying an estimated $3.5M and bringing the position to 290,081 shares worth $10.3M. The position accounts for 0.42% of the portfolio, ranked #42.

Greenwich Wealth Management first reported a position in ROE in Q1 2025 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold ROE as of Q1 2026.

Greenwich Wealth Management held 290,081 shares of Astoria US Quality Kings ETF worth $10.3M as of Q1 2026.
Greenwich Wealth Management bought 95,514 Astoria US Quality Kings ETF shares in Q1 2026, an estimated $3.5M.
Astoria US Quality Kings ETF made up 0.42% of Greenwich Wealth Management's portfolio in Q1 2026, its #42 holding.
Greenwich Wealth Management first reported a position in Astoria US Quality Kings ETF in Q1 2025 and has held it in 5 quarters since.
55 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.