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

Networth 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
Q3 		$1.45K Sell
34
-7
-17% -$300 ﹤0.01% 311
2026
Q2 		$1.75K Hold
41
– – ﹤0.01% 290
2026
Q1 		$1.45K Sell
41
-13
-24% -$476 ﹤0.01% 309
2025
Q4 		$1.9K Buy
+54
New +$1.88K ﹤0.01% 262

Other funds holding ROE

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Oregon Pacific Wealth Management
Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
BlueDoor Private Wealth
BlueDoor Private Wealth Beverly, Massachusetts $236M AUM 14.87% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Networth Advisors's ROE Position: Q3 2026 in Review

Networth Advisors reduced its Astoria US Quality Kings ETF (ROE) stake by 17% in Q3 2026, selling an estimated $300 and leaving 34 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Networth Advisors first reported a position in ROE in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.9K in Q4 2025. 39 funds tracked by Wall St. Rank hold ROE as of Q3 2026.

  • Networth Advisors held 34 shares of Astoria US Quality Kings ETF worth $1.45K as of Q3 2026.
  • Networth Advisors sold 7 Astoria US Quality Kings ETF shares in Q3 2026, an estimated $300.
  • Astoria US Quality Kings ETF made up ﹤0.01% of Networth Advisors's portfolio in Q3 2026, its #311 holding.
  • Networth Advisors first reported a position in Astoria US Quality Kings ETF in Q4 2025 and has held it in 4 quarters since.
  • Networth Advisors's Astoria US Quality Kings ETF position peaked at $1.9K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.