Puff Wealth Management’s Astoria US Quality Kings ETF ROE Stock Holding History

Puff Wealth Management’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 Q2	$2.8M	Buy	+65,724	New	+$2.63M	2.86%	10
2025 Q4	$1.94M	Buy	54,231 +12,781	+31%	+$445K	2.5%	13
2025 Q3	$1.43M	Sell	41,450 -42,899	-51%	-$1.42M	2.18%	14
2025 Q2	$2.72M	Sell	84,349 -977	-1%	-$29.3K	4.42%	11
2025 Q1	$2.5M	Sell	85,326 -3,999	-4%	-$123K	4.41%	13
2024 Q4	$2.72M	Buy	+89,325	New	+$2.79M	4.73%	3

Other funds holding ROE

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return