Advisor Group’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Advisor Group’s Portfolio AGGP Stock Details AGGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$11K	Hold	562	–	–	﹤0.01%	4335
2019 Q3	$11K	Hold	562	–	–	﹤0.01%	4315
2019 Q2	$11K	Hold	562	–	–	﹤0.01%	4350
2019 Q1	$11K	Sell	562 -58	-9%	-$1.1K	﹤0.01%	4353
2018 Q4	$12K	Hold	620	–	–	﹤0.01%	4125
2018 Q3	$12K	Buy	620 +562	+969%	+$10.8K	﹤0.01%	4217
2018 Q2	$1K	Hold	58	–	–	﹤0.01%	4897
2018 Q1	$1K	Buy	+58	New	+$1.13K	﹤0.01%	4919
2017 Q2	–	Sell	-114,392	Closed	-$2.27M	–	5089
2017 Q1	$2.27M	Buy	114,392 +44,808	+64%	+$888K	0.05%	415
2016 Q4	$1.37M	Buy	+69,584	New	+$1.39M	0.03%	541

Other funds holding AGGP

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Advisor Group's AGGP Position: Q4 2019 in Review

Advisor Group held its IQ Enhanced Core Plus Bond U.S. ETF (AGGP) position steady in Q4 2019 at 562 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4335.

Advisor Group first reported a position in AGGP in Q4 2016 and has held it in 10 quarters since. The position peaked at $2.27M in Q1 2017. 26 funds tracked by Wall St. Rank hold AGGP as of Q4 2019.

Advisor Group held 562 shares of IQ Enhanced Core Plus Bond U.S. ETF worth $11K as of Q4 2019.
Advisor Group left its IQ Enhanced Core Plus Bond U.S. ETF share count unchanged in Q4 2019.
IQ Enhanced Core Plus Bond U.S. ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4335 holding.
Advisor Group first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q4 2016 and has held it in 10 quarters since.
Advisor Group's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $2.27M in Q1 2017.
26 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.