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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
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

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 $107M AUM 18.4% 1-Year Est. Return

Medallion Wealth Advisors's ROE Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Astoria US Quality Kings ETF (ROE) stake by 1.4% in Q1 2026, buying an estimated $8.5K and bringing the position to 16,964 shares worth $601K. The position accounts for 0.2% of the portfolio, ranked #110.

Medallion Wealth Advisors first reported a position in ROE in Q4 2024 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold ROE as of Q1 2026.

  • Medallion Wealth Advisors held 16,964 shares of Astoria US Quality Kings ETF worth $601K as of Q1 2026.
  • Medallion Wealth Advisors bought 232 Astoria US Quality Kings ETF shares in Q1 2026, an estimated $8.5K.
  • Astoria US Quality Kings ETF made up 0.2% of Medallion Wealth Advisors's portfolio in Q1 2026, its #110 holding.
  • Medallion Wealth Advisors first reported a position in Astoria US Quality Kings ETF in Q4 2024 and has held it in 6 quarters since.
  • 55 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.