UBS Group
ROE icon

UBS Group’s Astoria US Quality Kings ETF ROE Stock Holding History

UBS Group’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
Q1 		– Sell
-426
Closed -$15K – 11068
2025
Q4 		$15K Buy
+426
New +$14.8K ﹤0.01% 7972
2025
Q3 		– Sell
-1,182
Closed -$38.1K – 10833
2025
Q2 		$38.1K Buy
1,182
+691
+141% +$20.7K ﹤0.01% 8001
2025
Q1 		$14.4K Sell
491
-95
-16% -$2.92K ﹤0.01% 8432
2024
Q4 		$17.8K Buy
+586
New +$18.3K ﹤0.01% 7953
2024
Q3 		– Sell
-38
Closed -$1.1K – 9983
2024
Q2 		$1.1K Sell
38
-31
-45% -$881 ﹤0.01% 8656
2024
Q1 		$2.01K Buy
+69
New +$1.88K ﹤0.01% 7995
2023
Q4 		– Sell
-88
Closed -$2.06K – 9794
2023
Q3 		$2.06K Buy
+88
New +$2.13K ﹤0.01% 7776

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HGA
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Janney Montgomery Scott
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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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 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 $95.8M AUM 15.42% 1-Year Est. Return