APA
AGGA

Astoria Portfolio Advisors’s EA Astoria Beacon Dynamic Core US Fixed Income ETF AGGA Stock Holding History

Astoria Portfolio Advisors’s Portfolio AGGA Stock Details AGGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.2M Buy
1,679,663
+369,091
+28% +$9.27M 7.12% 2
2026
Q1 		$33M Buy
1,310,572
+138,434
+12% +$3.5M 7.03% 2
2025
Q4 		$29.8M Buy
1,172,138
+162,121
+16% +$4.11M 6.78% 2
2025
Q3 		$25.6M Buy
1,010,017
+76,279
+8% +$1.93M 6.72% 2
2025
Q2 		$23.5M Buy
+933,738
New +$23.3M 6.59% 2

Other funds holding AGGA

PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

Astoria Portfolio Advisors's AGGA Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) stake by 28% in Q2 2026, buying an estimated $9.27M and bringing the position to 1,679,663 shares worth $42.2M. The position accounts for 7.12% of the portfolio, ranked #2.

Astoria Portfolio Advisors first reported a position in AGGA in Q2 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold AGGA as of Q2 2026.

  • Astoria Portfolio Advisors held 1,679,663 shares of EA Astoria Beacon Dynamic Core US Fixed Income ETF worth $42.2M as of Q2 2026.
  • Astoria Portfolio Advisors bought 369,091 EA Astoria Beacon Dynamic Core US Fixed Income ETF shares in Q2 2026, an estimated $9.27M.
  • EA Astoria Beacon Dynamic Core US Fixed Income ETF made up 7.12% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #2 holding.
  • Astoria Portfolio Advisors first reported a position in EA Astoria Beacon Dynamic Core US Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held EA Astoria Beacon Dynamic Core US Fixed Income ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.