GM
AGGA

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

GeoWealth 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 		$1.35M Buy
53,693
+8,533
+19% +$214K 0.04% 257
2026
Q1 		$1.13M Buy
45,160
+2,109
+5% +$53.3K 0.04% 256
2025
Q4 		$1.09M Buy
43,051
+29,043
+207% +$737K 0.04% 252
2025
Q3 		$356K Buy
14,008
+2,019
+17% +$51K 0.01% 534
2025
Q2 		$303K Buy
+11,989
New +$300K 0.01% 540

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

GeoWealth Management's AGGA Position: Q2 2026 in Review

GeoWealth Management increased its EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) stake by 19% in Q2 2026, buying an estimated $214K and bringing the position to 53,693 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #257.

GeoWealth Management first reported a position in AGGA in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold AGGA as of Q2 2026.

  • GeoWealth Management held 53,693 shares of EA Astoria Beacon Dynamic Core US Fixed Income ETF worth $1.35M as of Q2 2026.
  • GeoWealth Management bought 8,533 EA Astoria Beacon Dynamic Core US Fixed Income ETF shares in Q2 2026, an estimated $214K.
  • EA Astoria Beacon Dynamic Core US Fixed Income ETF made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #257 holding.
  • GeoWealth Management 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.
  • 20 funds tracked by Wall St. Rank held EA Astoria Beacon Dynamic Core US Fixed Income ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.