BWM
AGGA

BlackDiamond Wealth Management’s EA Astoria Beacon Dynamic Core US Fixed Income ETF AGGA Stock Holding History

BlackDiamond Wealth Management’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 		– Sell
-13,387
Closed -$336K – 240
2026
Q1 		$336K Sell
13,387
-43,434
-76% -$1.1M 0.16% 125
2025
Q4 		$1.44M Buy
56,821
+5,122
+10% +$130K 0.7% 39
2025
Q3 		$1.31M Buy
51,699
+1,979
+4% +$50K 0.72% 39
2025
Q2 		$1.25M Buy
+49,720
New +$1.24M 0.72% 38

Other funds holding AGGA

APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
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
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 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
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

BlackDiamond Wealth Management's AGGA Position: Q2 2026 in Review

BlackDiamond Wealth Management sold out of EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) in Q2 2026, closing a stake of 13,387 shares — an estimated $336K sold.

BlackDiamond Wealth Management first reported a position in AGGA in Q2 2025 and held it in 4 quarters. The position peaked at $1.44M in Q4 2025. 20 funds tracked by Wall St. Rank hold AGGA as of Q2 2026.

  • BlackDiamond Wealth Management reported no remaining EA Astoria Beacon Dynamic Core US Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 13,387 EA Astoria Beacon Dynamic Core US Fixed Income ETF shares in Q2 2026, an estimated $336K.
  • BlackDiamond Wealth Management first reported a position in EA Astoria Beacon Dynamic Core US Fixed Income ETF in Q2 2025 and held it in 4 quarters.
  • BlackDiamond Wealth Management's EA Astoria Beacon Dynamic Core US Fixed Income ETF position peaked at $1.44M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held EA Astoria Beacon Dynamic Core US Fixed Income ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.