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

New Wave 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 Q3	$339K	Sell	7,800 -13,248	-63%	-$568K	0.09%	173
2026 Q2	$897K	Buy	+21,048	New	+$843K	0.24%	88
2025 Q1	–	Sell	-2,448	Closed	-$74.4K	–	560
2024 Q4	$74.4K	Buy	+2,448	New	+$76.3K	0.03%	196

Other funds holding ROE

Hobbs Group Advisors Columbia, South Carolina $399M AUM 13.95% 1-Year Est. Return

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $197M AUM 11.28% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $3.09B AUM 22.23% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

New Wave Wealth Advisors's ROE Position: Q3 2026 in Review

New Wave Wealth Advisors reduced its Astoria US Quality Kings ETF (ROE) stake by 63% in Q3 2026, selling an estimated $568K and leaving 7,800 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #173.

New Wave Wealth Advisors first reported a position in ROE in Q4 2024 and has held it in 3 quarters since. The position peaked at $897K in Q2 2026. 63 funds tracked by Wall St. Rank hold ROE as of Q3 2026.

New Wave Wealth Advisors held 7,800 shares of Astoria US Quality Kings ETF worth $339K as of Q3 2026.
New Wave Wealth Advisors sold 13,248 Astoria US Quality Kings ETF shares in Q3 2026, an estimated $568K.
Astoria US Quality Kings ETF made up 0.09% of New Wave Wealth Advisors's portfolio in Q3 2026, its #173 holding.
New Wave Wealth Advisors first reported a position in Astoria US Quality Kings ETF in Q4 2024 and has held it in 3 quarters since.
New Wave Wealth Advisors's Astoria US Quality Kings ETF position peaked at $897K in Q2 2026.
63 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.