AE Wealth Management’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

AE Wealth Management’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
2018 Q4	–	Sell	-18,468	Closed	-$353K	–	642
2018 Q3	$353K	Sell	18,468 -3,533	-16%	-$67.7K	0.02%	406
2018 Q2	$420K	Sell	22,001 -8,987	-29%	-$172K	0.03%	282
2018 Q1	$598K	Sell	30,988 -1,372	-4%	-$26.7K	0.05%	233
2017 Q4	$646K	Buy	+32,360	New	+$648K	0.06%	213

Other funds holding AGGP

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

BWA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AE Wealth Management's AGGP Position: Q4 2018 in Review

AE Wealth Management sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q4 2018, closing a stake of 18,468 shares — an estimated $353K sold.

AE Wealth Management first reported a position in AGGP in Q4 2017 and held it in 4 quarters. The position peaked at $646K in Q4 2017. 31 funds tracked by Wall St. Rank hold AGGP as of Q4 2018.

AE Wealth Management reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q4 2018 after selling out during the quarter.
AE Wealth Management sold 18,468 IQ Enhanced Core Plus Bond U.S. ETF shares in Q4 2018, an estimated $353K.
AE Wealth Management first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q4 2017 and held it in 4 quarters.
AE Wealth Management's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $646K in Q4 2017.
31 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q4 2018.

Based on AE Wealth Management's 13F filing for Q4 2018, filed 15 Feb 2019.