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AGH Wealth Advisors’s Parametric Equity Premium Income ETF PAPI Stock Holding History

AGH Wealth Advisors’s Portfolio PAPI Stock Details PAPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$351K Buy
13,140
+4,140
+46% +$111K 0.22% 85
2026
Q1 		$246K Buy
+9,000
New +$247K 0.18% 106

Other funds holding PAPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AGH Wealth Advisors's PAPI Position: Q2 2026 in Review

AGH Wealth Advisors increased its Parametric Equity Premium Income ETF (PAPI) stake by 46% in Q2 2026, buying an estimated $111K and bringing the position to 13,140 shares worth $351K. The position accounts for 0.22% of the portfolio, ranked #85.

AGH Wealth Advisors first reported a position in PAPI in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold PAPI as of Q2 2026.

  • AGH Wealth Advisors held 13,140 shares of Parametric Equity Premium Income ETF worth $351K as of Q2 2026.
  • AGH Wealth Advisors bought 4,140 Parametric Equity Premium Income ETF shares in Q2 2026, an estimated $111K.
  • Parametric Equity Premium Income ETF made up 0.22% of AGH Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • AGH Wealth Advisors first reported a position in Parametric Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Parametric Equity Premium Income ETF as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.