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

Outlook 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 		– Sell
-5,888
Closed -$208K – 330
2025
Q4 		$208K Sell
5,888
-188
-3% -$6.55K 0.05% 294
2025
Q3 		$210K Sell
6,076
-214
-3% -$7.08K 0.05% 286
2025
Q2 		$203K Buy
+6,290
New +$189K 0.05% 267

Other funds holding ROE

PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

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

Outlook Wealth Advisors sold out of Astoria US Quality Kings ETF (ROE) in Q1 2026, closing a stake of 5,888 shares — an estimated $208K sold.

Outlook Wealth Advisors first reported a position in ROE in Q2 2025 and held it in 3 quarters. The position peaked at $210K in Q3 2025. 55 funds tracked by Wall St. Rank hold ROE as of Q1 2026.

  • Outlook Wealth Advisors reported no remaining Astoria US Quality Kings ETF position as of Q1 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 5,888 Astoria US Quality Kings ETF shares in Q1 2026, an estimated $208K.
  • Outlook Wealth Advisors first reported a position in Astoria US Quality Kings ETF in Q2 2025 and held it in 3 quarters.
  • Outlook Wealth Advisors's Astoria US Quality Kings ETF position peaked at $210K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.