LCWP
ROE icon

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
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

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
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