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Sigma Planning Corp’s Astoria US Quality Kings ETF ROE Stock Holding History

Sigma Planning Corp’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 		– Sell
-5,905
Closed -$204K – 1377
2025
Q3 		$204K Buy
+5,905
New +$195K 0.01% 1212

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VWWMG
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BCMIO
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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

Sigma Planning Corp's ROE Position: Q4 2025 in Review

Sigma Planning Corp sold out of Astoria US Quality Kings ETF (ROE) in Q4 2025, closing a stake of 5,905 shares — an estimated $204K sold.

Sigma Planning Corp first reported a position in ROE in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 57 funds tracked by Wall St. Rank hold ROE as of Q4 2025.

  • Sigma Planning Corp reported no remaining Astoria US Quality Kings ETF position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 5,905 Astoria US Quality Kings ETF shares in Q4 2025, an estimated $204K.
  • Sigma Planning Corp first reported a position in Astoria US Quality Kings ETF in Q3 2025 and held it in 1 quarter.
  • Sigma Planning Corp's Astoria US Quality Kings ETF position peaked at $204K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.