AI
AGGP

Atria Investments’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Atria Investments’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
Q3 		– Sell
-55,186
Closed -$1.05M – 1080
2018
Q2 		$1.05M Buy
55,186
+4,475
+9% +$85.4K 0.05% 365
2018
Q1 		$978K Buy
50,711
+19,356
+62% +$377K 0.05% 349
2017
Q4 		$626K Buy
+31,355
New +$628K 0.03% 438

Other funds holding AGGP

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments's AGGP Position: Q3 2018 in Review

Atria Investments sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q3 2018, closing a stake of 55,186 shares — an estimated $1.05M sold.

Atria Investments first reported a position in AGGP in Q4 2017 and held it in 3 quarters. The position peaked at $1.05M in Q2 2018. 37 funds tracked by Wall St. Rank hold AGGP as of Q3 2018.

  • Atria Investments reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q3 2018 after selling out during the quarter.
  • Atria Investments sold 55,186 IQ Enhanced Core Plus Bond U.S. ETF shares in Q3 2018, an estimated $1.05M.
  • Atria Investments first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q4 2017 and held it in 3 quarters.
  • Atria Investments's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $1.05M in Q2 2018.
  • 37 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q3 2018.

Based on Atria Investments's 13F filing for Q3 2018, filed 9 Oct 2018.