PWM
ROE icon

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

Pursuit 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
2025
Q4 		$728K Buy
+20,636
New +$719K 0.63% 55

Other funds holding ROE

HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Pursuit Wealth Management's ROE Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Astoria US Quality Kings ETF (ROE) in Q4 2025: 20,636 shares worth $728K. The stake represents 0.63% of the portfolio and ranks #55 among its holdings.

57 funds tracked by Wall St. Rank hold ROE as of Q4 2025.

  • Pursuit Wealth Management held 20,636 shares of Astoria US Quality Kings ETF worth $728K as of Q4 2025.
  • Astoria US Quality Kings ETF was a new Pursuit Wealth Management position in Q4 2025.
  • Astoria US Quality Kings ETF made up 0.63% of Pursuit Wealth Management's portfolio in Q4 2025, its #55 holding.
  • 57 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.