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

Institute for 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 Q2	$2.77K	Buy	+65	New	+$2.6K	﹤0.01%	1544

Other funds holding ROE

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

OPWM

Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

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

BHWML

Bellars Harris Wealth Management, LLC Virginia Beach, Virginia $491M AUM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

LCGC

Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return

Institute for Wealth Management's ROE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Astoria US Quality Kings ETF (ROE) in Q2 2026: 65 shares worth $2.77K. The stake represents ﹤0.01% of the portfolio and ranks #1544 among its holdings.

42 funds tracked by Wall St. Rank hold ROE as of Q2 2026.

Institute for Wealth Management held 65 shares of Astoria US Quality Kings ETF worth $2.77K as of Q2 2026.
Astoria US Quality Kings ETF was a new Institute for Wealth Management position in Q2 2026.
Astoria US Quality Kings ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1544 holding.
42 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.