Superior Planning, LLC’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Superior Planning, LLC’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
2026 Q3	$28.8K	Buy	+700	New	+$29.8K	0.01%	554

Other funds holding AGGY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

GWM

GSB Wealth Management Guilford, Connecticut $493M AUM 21.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Superior Planning, LLC's AGGY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2026: 700 shares worth $28.8K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings.

121 funds tracked by Wall St. Rank hold AGGY as of Q3 2026.

Superior Planning, LLC held 700 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $28.8K as of Q3 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Superior Planning, LLC position in Q3 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #554 holding.
121 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.