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Sensible Financial Planning & Management’s Astoria US Quality Kings ETF ROE Stock Holding History

Sensible Financial Planning & 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
Q3 		– Sell
-26,189
Closed -$844K – 34
2025
Q2 		$844K Buy
+26,189
New +$785K 0.16% 30

Other funds holding ROE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 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 $374B AUM 17.66% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $263M AUM 37.58% 1-Year Est. Return

Sensible Financial Planning & Management's ROE Position: Q3 2025 in Review

Sensible Financial Planning & Management sold out of Astoria US Quality Kings ETF (ROE) in Q3 2025, closing a stake of 26,189 shares — an estimated $844K sold.

Sensible Financial Planning & Management first reported a position in ROE in Q2 2025 and held it in 1 quarter. The position peaked at $844K in Q2 2025. 48 funds tracked by Wall St. Rank hold ROE as of Q3 2025.

  • Sensible Financial Planning & Management reported no remaining Astoria US Quality Kings ETF position as of Q3 2025 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 26,189 Astoria US Quality Kings ETF shares in Q3 2025, an estimated $844K.
  • Sensible Financial Planning & Management first reported a position in Astoria US Quality Kings ETF in Q2 2025 and held it in 1 quarter.
  • Sensible Financial Planning & Management's Astoria US Quality Kings ETF position peaked at $844K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.