Orion Portfolio Solutions’s Astoria US Quality Kings ETF ROE Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.08M	Buy	+37,011	New	+$1.14M	0.01%	1041

Other funds holding ROE

Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return

Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Legacy Capital Group California Los Gatos, California $263M AUM 37.58% 1-Year Est. Return

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

Orion Portfolio Solutions's ROE Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Astoria US Quality Kings ETF (ROE) in Q1 2025: 37,011 shares worth $1.08M. The stake represents 0.01% of the portfolio and ranks #1041 among its holdings.

53 funds tracked by Wall St. Rank hold ROE as of Q1 2025.

Orion Portfolio Solutions held 37,011 shares of Astoria US Quality Kings ETF worth $1.08M as of Q1 2025.
Astoria US Quality Kings ETF was a new Orion Portfolio Solutions position in Q1 2025.
Astoria US Quality Kings ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1041 holding.
53 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.