Peterson Financial Group’s Astoria US Quality Kings ETF ROE Stock Holding History

Peterson Financial Group’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
2024 Q3	$24.5K	Buy	+797	New	+$23.7K	0.09%	136

Other funds holding ROE

HGA

Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VWWMG

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return

AIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

LCGC

Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return

BWM

BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Peterson Financial Group's ROE Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Astoria US Quality Kings ETF (ROE) in Q3 2024: 797 shares worth $24.5K. The stake represents 0.09% of the portfolio and ranks #136 among its holdings.

30 funds tracked by Wall St. Rank hold ROE as of Q3 2024.

Peterson Financial Group held 797 shares of Astoria US Quality Kings ETF worth $24.5K as of Q3 2024.
Astoria US Quality Kings ETF was a new Peterson Financial Group position in Q3 2024.
Astoria US Quality Kings ETF made up 0.09% of Peterson Financial Group's portfolio in Q3 2024, its #136 holding.
30 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.