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 Q3	$3.13M	Buy	73,570 +7,846	+12%	+$337K	2.96%	9
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	1.98%	11
2025 Q1	$2.5M	Sell	85,326 -3,999	-4%	-$123K	2.34%	13
2024 Q4	$2.72M	Buy	+89,325	New	+$2.79M	4.73%	3

Other funds holding ROE

BCMIO

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

Puff Wealth Management's ROE Position: Q3 2026 in Review

Puff Wealth Management increased its Astoria US Quality Kings ETF (ROE) stake by 12% in Q3 2026, buying an estimated $337K and bringing the position to 73,570 shares worth $3.13M. The position accounts for 2.96% of the portfolio, ranked #9.

Puff Wealth Management first reported a position in ROE in Q4 2024 and has held it in 7 quarters since. 6 funds tracked by Wall St. Rank hold ROE as of Q3 2026.

Puff Wealth Management held 73,570 shares of Astoria US Quality Kings ETF worth $3.13M as of Q3 2026.
Puff Wealth Management bought 7,846 Astoria US Quality Kings ETF shares in Q3 2026, an estimated $337K.
Astoria US Quality Kings ETF made up 2.96% of Puff Wealth Management's portfolio in Q3 2026, its #9 holding.
Puff Wealth Management first reported a position in Astoria US Quality Kings ETF in Q4 2024 and has held it in 7 quarters since.
6 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.