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Medallion Wealth Advisors’s Astoria US Quality Kings ETF ROE Stock Holding History

Medallion Wealth Advisors’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 		$664K Sell
15,566
-1,398
-8% -$56K 0.21% 107
2026
Q1 		$601K Buy
16,964
+232
+1% +$8.5K 0.2% 110
2025
Q4 		$590K Buy
16,732
+704
+4% +$24.5K 0.2% 111
2025
Q3 		$554K Buy
16,028
+3
+0% +$99 0.2% 115
2025
Q2 		$517K Buy
16,025
+3,342
+26% +$100K 0.2% 116
2025
Q1 		$372K Buy
12,683
+4,877
+62% +$150K 0.17% 130
2024
Q4 		$235K Buy
+7,806
New +$243K 0.12% 169

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 $1.65B AUM 17.84% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 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 22.96% 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

Medallion Wealth Advisors's ROE Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Astoria US Quality Kings ETF (ROE) stake by 8.2% in Q2 2026, selling an estimated $56K and leaving 15,566 shares worth $664K. The position accounts for 0.21% of the portfolio, ranked #107.

Medallion Wealth Advisors first reported a position in ROE in Q4 2024 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold ROE as of Q2 2026.

  • Medallion Wealth Advisors held 15,566 shares of Astoria US Quality Kings ETF worth $664K as of Q2 2026.
  • Medallion Wealth Advisors sold 1,398 Astoria US Quality Kings ETF shares in Q2 2026, an estimated $56K.
  • Astoria US Quality Kings ETF made up 0.21% of Medallion Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Medallion Wealth Advisors first reported a position in Astoria US Quality Kings ETF in Q4 2024 and has held it in 7 quarters since.
  • 70 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.