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World Investment Advisors’s Astoria US Quality Kings ETF ROE Stock Holding History

World Investment Advisors’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
Q2 		$2.12M Hold
59,956
– – 0.04% 455
2026
Q1 		$2.12M Sell
59,956
-245
-0.4% -$8.98K 0.03% 465
2025
Q4 		$2.12M Buy
+60,201
New +$2.1M 0.03% 454

Other funds holding ROE

HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

World Investment Advisors's ROE Position: Q2 2026 in Review

World Investment Advisors held its Astoria US Quality Kings ETF (ROE) position steady in Q2 2026 at 59,956 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #455.

World Investment Advisors first reported a position in ROE in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold ROE as of Q2 2026.

  • World Investment Advisors held 59,956 shares of Astoria US Quality Kings ETF worth $2.12M as of Q2 2026.
  • World Investment Advisors left its Astoria US Quality Kings ETF share count unchanged in Q2 2026.
  • Astoria US Quality Kings ETF made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #455 holding.
  • World Investment Advisors first reported a position in Astoria US Quality Kings ETF in Q4 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.