Financial Advocates Investment Management’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Financial Advocates Investment Management’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
2020 Q3	–	Sell	-11,414	Closed	-$227K	–	703
2020 Q2	$227K	Sell	11,414 -507	-4%	-$10.1K	0.02%	530
2020 Q1	$238K	Sell	11,921 -26,383	-69%	-$524K	0.03%	403
2019 Q4	$756K	Sell	38,304 -774	-2%	-$15.2K	0.08%	243
2019 Q3	$770K	Sell	39,078 -8,405	-18%	-$165K	0.09%	225
2019 Q2	$925K	Sell	47,483 -15,871	-25%	-$305K	0.11%	195
2019 Q1	$1.22M	Buy	63,354 +24,182	+62%	+$459K	0.15%	155
2018 Q4	$741K	Buy	39,172 +10,276	+36%	+$194K	0.1%	202
2018 Q3	$553K	Sell	28,896 -2,861	-9%	-$54.8K	0.06%	268
2018 Q2	$606K	Sell	31,757 -9,534	-23%	-$182K	0.07%	237
2018 Q1	$796K	Sell	41,291 -1,124	-3%	-$21.9K	0.1%	201
2017 Q4	$846K	Buy	+42,415	New	+$850K	0.12%	184

Other funds holding AGGP

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Advocates Investment Management's AGGP Position: Q3 2020 in Review

Financial Advocates Investment Management sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q3 2020, closing a stake of 11,414 shares — an estimated $227K sold.

Financial Advocates Investment Management first reported a position in AGGP in Q4 2017 and held it in 11 quarters. The position peaked at $1.22M in Q1 2019. 24 funds tracked by Wall St. Rank hold AGGP as of Q3 2020.

Financial Advocates Investment Management reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q3 2020 after selling out during the quarter.
Financial Advocates Investment Management sold 11,414 IQ Enhanced Core Plus Bond U.S. ETF shares in Q3 2020, an estimated $227K.
Financial Advocates Investment Management first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q4 2017 and held it in 11 quarters.
Financial Advocates Investment Management's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $1.22M in Q1 2019.
24 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q3 2020.

Based on Financial Advocates Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.