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AWA
Arkadios Wealth Advisors’s
AGNC Investment
AGNC
Stock Holding History
Arkadios Wealth Advisors’s Portfolio
AGNC Stock Details
AGNC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$947K
Buy
94,451
+124
+0.1%
+$1.37K
0.02%
817
2025
Q4
$1.01M
Sell
94,327
-27,268
-22%
-$280K
0.02%
698
2025
Q3
$1.19M
Buy
121,595
+54,006
+80%
+$524K
0.03%
575
2025
Q2
$621K
Buy
67,589
+10,394
+18%
+$93K
0.02%
764
2025
Q1
$548K
Sell
57,195
-203
-0.4%
-$2.03K
0.02%
679
2024
Q4
$529K
Buy
57,398
+12,559
+28%
+$123K
0.03%
527
2024
Q3
$469K
Buy
44,839
+16,426
+58%
+$167K
0.03%
558
2024
Q2
$271K
Buy
+28,413
New
+$272K
0.02%
667
2021
Q4
–
Sell
-1,092
Closed
-$17K
–
603
2021
Q3
$17K
Buy
1,092
+904
+481%
+$14.6K
﹤0.01%
1263
2021
Q2
$3K
Buy
+188
New
+$3.34K
﹤0.01%
1798
2021
Q1
–
Sell
-221
Closed
-$3K
–
1631
2020
Q4
$3K
Buy
221
+4
+2%
+$59
﹤0.01%
1186
2020
Q3
$3.07K
Buy
217
+5
+2%
+$69
﹤0.01%
905
2020
Q2
$2.75K
Buy
212
+8
+4%
+$100
﹤0.01%
848
2020
Q1
$2.15K
Sell
204
-199
-49%
-$3.32K
﹤0.01%
914
2019
Q4
$7.71K
Buy
+403
New
+$6.86K
﹤0.01%
636
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VPM
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1-Year Est. Return
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
EIC
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$5.11B AUM
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1-Year Est. Return
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1-Year Est. Return
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$70.4B AUM
20.22%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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