Capital Investment Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Capital Investment Advisory Services’s Portfolio AGGY Stock Details AGGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.09K	Sell	163 -7	-4%	-$305	﹤0.01%	1193
2026 Q1	$7.39K	Sell	170 -31	-15%	-$1.36K	﹤0.01%	1096
2025 Q4	$8.85K	Hold	201	–	–	﹤0.01%	1027
2025 Q3	$8.9K	Hold	201	–	–	﹤0.01%	975
2025 Q2	$8.77K	Hold	201	–	–	﹤0.01%	948
2025 Q1	$8.73K	Hold	201	–	–	﹤0.01%	885
2024 Q4	$8.63K	Hold	201	–	–	﹤0.01%	825
2024 Q3	$8.99K	Hold	201	–	–	﹤0.01%	865
2024 Q2	$8.63K	Hold	201	–	–	﹤0.01%	840
2024 Q1	$8.72K	Hold	201	–	–	﹤0.01%	834
2023 Q4	$8.85K	Hold	201	–	–	﹤0.01%	848
2023 Q3	$8.34K	Hold	201	–	–	﹤0.01%	808
2023 Q2	$8.66K	Hold	201	–	–	﹤0.01%	761
2023 Q1	$8.78K	Hold	201	–	–	﹤0.01%	746
2022 Q4	$8.57K	Sell	201 -7	-3%	-$297	﹤0.01%	759
2022 Q3	$9K	Sell	208 -106	-34%	-$4.73K	﹤0.01%	701
2022 Q2	$14K	Hold	314	–	–	﹤0.01%	692
2022 Q1	$15K	Hold	314	–	–	﹤0.01%	714
2021 Q4	$16K	Buy	+314	New	+$16.3K	﹤0.01%	694

Other funds holding AGGY

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Capital Investment Advisory Services's AGGY Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 4.1% in Q2 2026, selling an estimated $305 and leaving 163 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Capital Investment Advisory Services first reported a position in AGGY in Q4 2021 and has held it in 19 quarters since. The position peaked at $16K in Q4 2021. 42 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Capital Investment Advisory Services held 163 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $7.09K as of Q2 2026.
Capital Investment Advisory Services sold 7 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $305.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1193 holding.
Capital Investment Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and has held it in 19 quarters since.
Capital Investment Advisory Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $16K in Q4 2021.
42 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.