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Mather Group’s Astoria US Quality Kings ETF ROE Stock Holding History

Mather Group’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
2025
Q2 		– Sell
-752
Closed -$22K – 1483
2025
Q1 		$22K Hold
752
– – ﹤0.01% 1073
2024
Q4 		$22.9K Sell
752
-376
-33% -$11.7K ﹤0.01% 1053
2024
Q3 		$34.7K Buy
+1,128
New +$33.6K ﹤0.01% 953

Other funds holding ROE

HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM

Mather Group's ROE Position: Q2 2025 in Review

Mather Group sold out of Astoria US Quality Kings ETF (ROE) in Q2 2025, closing a stake of 752 shares — an estimated $22K sold.

Mather Group first reported a position in ROE in Q3 2024 and held it in 3 quarters. The position peaked at $34.7K in Q3 2024. 53 funds tracked by Wall St. Rank hold ROE as of Q2 2025.

  • Mather Group reported no remaining Astoria US Quality Kings ETF position as of Q2 2025 after selling out during the quarter.
  • Mather Group sold 752 Astoria US Quality Kings ETF shares in Q2 2025, an estimated $22K.
  • Mather Group first reported a position in Astoria US Quality Kings ETF in Q3 2024 and held it in 3 quarters.
  • Mather Group's Astoria US Quality Kings ETF position peaked at $34.7K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.