Compound Planning Inc. Boosts Stake in Astoria US Quality Kings ETF $ROE

Compound Planning Inc. increased its holdings in shares of Astoria US Quality Kings ETF (NASDAQ:ROE) by 73.4% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 37,210 shares of the company’s stock after acquiring an additional 15,750 shares during the period. Compound Planning Inc. owned approximately 0.61% of Astoria US Quality Kings ETF worth $1,318,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of ROE. Janney Montgomery Scott LLC acquired a new position in Astoria US Quality Kings ETF in the 4th quarter worth about $10,279,000. Greenwich Wealth Management LLC grew its holdings in Astoria US Quality Kings ETF by 66.5% in the fourth quarter. Greenwich Wealth Management LLC now owns 194,567 shares of the company’s stock valued at $6,862,000 after purchasing an additional 77,742 shares during the period. World Investment Advisors acquired a new stake in Astoria US Quality Kings ETF in the fourth quarter valued at approximately $2,123,000. Bluedoor Private Wealth LLC purchased a new stake in shares of Astoria US Quality Kings ETF in the fourth quarter valued at approximately $1,531,000. Finally, Omnitrust Wealth Management Inc purchased a new stake in shares of Astoria US Quality Kings ETF in the fourth quarter valued at approximately $804,000.

Astoria US Quality Kings ETF Price Performance

Shares of ROE stock opened at $41.85 on Friday. Astoria US Quality Kings ETF has a 1-year low of $31.85 and a 1-year high of $43.03. The company has a market cap of $260.31 million, a price-to-earnings ratio of 18.34 and a beta of 1.02. The stock has a 50 day simple moving average of $41.78 and a 200-day simple moving average of $38.83.

Astoria US Quality Kings ETF Cuts Dividend

The business also recently disclosed a dividend, which was paid on Tuesday, June 30th. Shareholders of record on Monday, June 29th were given a dividend of $0.0833 per share. The ex-dividend date was Monday, June 29th.

Astoria US Quality Kings ETF Profile

The Astoria US Quality Kings ETF (ROE) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed ETF that provides long-term capital appreciation by investing in 100 high-quality US stocks in the large- and mid-cap space based on proprietary quantitative screens. Holdings are equally weighted, and sector optimized. ROE was launched on Aug 1, 2023 and is issued by Astoria.