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 Q1	$246K	Buy	+9,000	New	+$247K	0.18%	106

Other funds holding PAPI

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

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

BWAM

Blue Water Asset Management Grand Rapids, Michigan $289M AUM

LWP

LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return

PAG

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

Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AGH Wealth Advisors's PAPI Position: Q1 2026 in Review

AGH Wealth Advisors opened a new position in Parametric Equity Premium Income ETF (PAPI) in Q1 2026: 9,000 shares worth $246K. The stake represents 0.18% of the portfolio and ranks #106 among its holdings.

28 funds tracked by Wall St. Rank hold PAPI as of Q1 2026.

AGH Wealth Advisors held 9,000 shares of Parametric Equity Premium Income ETF worth $246K as of Q1 2026.
Parametric Equity Premium Income ETF was a new AGH Wealth Advisors position in Q1 2026.
Parametric Equity Premium Income ETF made up 0.18% of AGH Wealth Advisors's portfolio in Q1 2026, its #106 holding.
28 funds tracked by Wall St. Rank held Parametric Equity Premium Income ETF as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.