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Legacy Capital Wealth Partners’s Astoria US Quality Kings ETF ROE Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-11,934
Closed -$423K – 405
2026
Q1 		$423K Sell
11,934
-3,297
-22% -$121K 0.09% 232
2025
Q4 		$537K Sell
15,231
-1,068
-7% -$37.2K 0.12% 184
2025
Q3 		$564K Sell
16,299
-464
-3% -$15.4K 0.12% 178
2025
Q2 		$540K Sell
16,763
-5,901
-26% -$177K 0.12% 181
2025
Q1 		$663K Buy
22,664
+6,291
+38% +$194K 0.16% 135
2024
Q4 		$498K Sell
16,373
-615
-4% -$19.2K 0.12% 179
2024
Q3 		$523K Buy
+16,988
New +$506K 0.1% 189

Other funds holding ROE

HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Legacy Capital Wealth Partners's ROE Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of Astoria US Quality Kings ETF (ROE) in Q2 2026, closing a stake of 11,934 shares — an estimated $423K sold.

Legacy Capital Wealth Partners first reported a position in ROE in Q3 2024 and held it in 7 quarters. The position peaked at $663K in Q1 2025. 70 funds tracked by Wall St. Rank hold ROE as of Q2 2026.

  • Legacy Capital Wealth Partners reported no remaining Astoria US Quality Kings ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 11,934 Astoria US Quality Kings ETF shares in Q2 2026, an estimated $423K.
  • Legacy Capital Wealth Partners first reported a position in Astoria US Quality Kings ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Capital Wealth Partners's Astoria US Quality Kings ETF position peaked at $663K in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.