4Wealth Advisors
AGGA icon

4Wealth Advisors’s EA Astoria Beacon Dynamic Core US Fixed Income ETF AGGA Stock Holding History

4Wealth Advisors’s Portfolio AGGA Stock Details AGGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$492K Buy
20,159
+11,634
+136% +$289K 0.34% 72
2026
Q2 		$215K Buy
+8,525
New +$214K 0.16% 144

Other funds holding AGGA

PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
Oregon Pacific Wealth Management
Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
BlueDoor Private Wealth
BlueDoor Private Wealth Beverly, Massachusetts $236M AUM 14.87% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

4Wealth Advisors's AGGA Position: Q3 2026 in Review

4Wealth Advisors increased its EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) stake by 136% in Q3 2026, buying an estimated $289K and bringing the position to 20,159 shares worth $492K. The position accounts for 0.34% of the portfolio, ranked #72.

4Wealth Advisors first reported a position in AGGA in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold AGGA as of Q3 2026.

  • 4Wealth Advisors held 20,159 shares of EA Astoria Beacon Dynamic Core US Fixed Income ETF worth $492K as of Q3 2026.
  • 4Wealth Advisors bought 11,634 EA Astoria Beacon Dynamic Core US Fixed Income ETF shares in Q3 2026, an estimated $289K.
  • EA Astoria Beacon Dynamic Core US Fixed Income ETF made up 0.34% of 4Wealth Advisors's portfolio in Q3 2026, its #72 holding.
  • 4Wealth Advisors first reported a position in EA Astoria Beacon Dynamic Core US Fixed Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held EA Astoria Beacon Dynamic Core US Fixed Income ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.