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Innova Wealth Partners’s AGNC Investment AGNC Stock Holding History

Innova Wealth Partners’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.76M Buy
161,244
+13,222
+9% +$139K 0.72% 36
2026
Q1 		$1.48M Buy
148,022
+51,414
+53% +$569K 0.7% 31
2025
Q4 		$1.04M Buy
96,608
+17,278
+22% +$178K 0.52% 43
2025
Q3 		$777K Buy
79,330
+7,814
+11% +$75.7K 0.42% 48
2025
Q2 		$657K Buy
71,516
+1,850
+3% +$16.6K 0.39% 44
2025
Q1 		$667K Buy
69,666
+23,347
+50% +$233K 0.41% 40
2024
Q4 		$427K Buy
+46,319
New +$452K 0.27% 51
2022
Q1 		– Sell
-37,595
Closed -$565K – 73
2021
Q4 		$565K Buy
37,595
+8,420
+29% +$133K 0.4% 33
2021
Q3 		$460K Buy
29,175
+2,190
+8% +$35.5K 0.36% 36
2021
Q2 		$456K Buy
26,985
+4,685
+21% +$83.2K 0.36% 39
2021
Q1 		$374K Buy
+22,300
New +$360K 0.32% 40

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Innova Wealth Partners's AGNC Position: Q2 2026 in Review

Innova Wealth Partners increased its AGNC Investment (AGNC) stake by 8.9% in Q2 2026, buying an estimated $139K and bringing the position to 161,244 shares worth $1.76M. The position accounts for 0.72% of the portfolio, ranked #36.

Innova Wealth Partners first reported a position in AGNC in Q1 2021 and has held it in 11 quarters since. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Innova Wealth Partners held 161,244 shares of AGNC Investment worth $1.76M as of Q2 2026.
  • Innova Wealth Partners bought 13,222 AGNC Investment shares in Q2 2026, an estimated $139K.
  • AGNC Investment made up 0.72% of Innova Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Innova Wealth Partners first reported a position in AGNC Investment in Q1 2021 and has held it in 11 quarters since.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.