IFP Advisors’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

IFP Advisors’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
2019 Q1	$26K	Hold	1,380	–	–	﹤0.01%	1238
2018 Q4	$26K	Hold	1,380	–	–	﹤0.01%	1990
2018 Q3	$26K	Hold	1,380	–	–	﹤0.01%	2330
2018 Q2	$26K	Sell	1,380 -136,719	-99%	-$2.61M	﹤0.01%	2326
2018 Q1	$2.75M	Hold	138,099	–	–	0.12%	189
2017 Q4	$2.75M	Buy	138,099 +78,939	+133%	+$1.58M	0.12%	190
2017 Q3	$1.19M	Hold	59,160	–	–	0.05%	391
2017 Q2	$1.19M	Buy	+59,160	New	+$1.18M	0.05%	383

Other funds holding AGGP

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

BWA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

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

IFP Advisors's AGGP Position: Q1 2019 in Review

IFP Advisors held its IQ Enhanced Core Plus Bond U.S. ETF (AGGP) position steady in Q1 2019 at 1,380 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

IFP Advisors first reported a position in AGGP in Q2 2017 and has held it in 8 quarters since. The position peaked at $2.75M in Q1 2018. 33 funds tracked by Wall St. Rank hold AGGP as of Q1 2019.

IFP Advisors held 1,380 shares of IQ Enhanced Core Plus Bond U.S. ETF worth $26K as of Q1 2019.
IFP Advisors left its IQ Enhanced Core Plus Bond U.S. ETF share count unchanged in Q1 2019.
IQ Enhanced Core Plus Bond U.S. ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1238 holding.
IFP Advisors first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q2 2017 and has held it in 8 quarters since.
IFP Advisors's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $2.75M in Q1 2018.
33 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.