20/20 Capital Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

20/20 Capital Management’s Portfolio AGGY Stock Details AGGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-8,855	Closed	-$453K	–	168
2021 Q1	$453K	Sell	8,855 -3,353	-27%	-$176K	0.13%	105
2020 Q4	$649K	Sell	12,208 -20,475	-63%	-$1.1M	0.19%	90
2020 Q3	$1.76M	Buy	32,683 +222	+0.7%	+$12K	0.66%	29
2020 Q2	$1.77M	Sell	32,461 -9,564	-23%	-$508K	0.68%	28
2020 Q1	$2.22M	Sell	42,025 -2,761	-6%	-$145K	1%	22
2019 Q4	$2.38M	Buy	+44,786	New	+$2.34M	0.96%	21

Other funds holding AGGY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return