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 Q1	$1.48M	Buy	148,022 +51,414	+53%	+$569K	0.71%	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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Bank of America

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

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return