JFS Wealth Advisors’s Aegon AEG Stock Holding History

JFS Wealth Advisors’s Portfolio AEG Stock Details AEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.77K	Hold	446	–	–	﹤0.01%	1393
2026 Q1	$3.24K	Sell	446 -118	-21%	-$879	﹤0.01%	1350
2025 Q4	$4.35K	Hold	564	–	–	﹤0.01%	1298
2025 Q3	$4.51K	Hold	564	–	–	﹤0.01%	1154
2025 Q2	$4.08K	Hold	564	–	–	﹤0.01%	1151
2025 Q1	$3.72K	Hold	564	–	–	﹤0.01%	1241
2024 Q4	$3.32K	Buy	564 +46	+9%	+$288	﹤0.01%	1281
2024 Q3	$3.31K	Hold	518	–	–	﹤0.01%	1275
2024 Q2	$3.18K	Hold	518	–	–	﹤0.01%	1251
2024 Q1	$3.13K	Hold	518	–	–	﹤0.01%	1282
2023 Q4	$2.98K	Hold	518	–	–	﹤0.01%	1262
2023 Q3	$2.49K	Hold	518	–	–	﹤0.01%	1278
2023 Q2	$2.63K	Sell	518 -168	-24%	-$770	﹤0.01%	1281
2023 Q1	$2.95K	Buy	686 +4	+0.6%	+$20	﹤0.01%	1213
2022 Q4	$3.44K	Sell	682 -8,987	-93%	-$41.6K	﹤0.01%	1147
2022 Q3	$38K	Buy	9,669 +150	+2%	+$653	﹤0.01%	437
2022 Q2	$41K	Sell	9,519 -123	-1%	-$610	﹤0.01%	429
2022 Q1	$49K	Sell	9,642 -2,426	-20%	-$12.3K	﹤0.01%	434
2021 Q4	$57K	Buy	12,068 +211	+2%	+$987	0.01%	399
2021 Q3	$58K	Sell	11,857 -228	-2%	-$988	0.01%	393
2021 Q2	$47K	Sell	12,085 -205	-2%	-$873	0.01%	274
2021 Q1	$54K	Hold	12,290	–	–	0.01%	240
2020 Q4	$45K	Hold	12,290	–	–	0.01%	258
2020 Q3	$29K	Hold	12,290	–	–	0.01%	283
2020 Q2	$33K	Sell	12,290 -100	-0.8%	-$246	0.01%	262
2020 Q1	$28K	Hold	12,390	–	–	0.01%	253
2019 Q4	$52K	Hold	12,390	–	–	0.01%	237
2019 Q3	$47K	Sell	12,390 -495	-4%	-$1.97K	0.01%	239
2019 Q2	$57K	Sell	12,885 -460	-3%	-$1.96K	0.01%	231
2019 Q1	$55K	Hold	13,345	–	–	0.01%	221
2018 Q4	$53K	Hold	13,345	–	–	0.01%	222
2018 Q3	$74K	Sell	13,345 -3	-0%	-$16	0.02%	219
2018 Q2	$66K	Sell	13,348 -2,229	-14%	-$12.3K	0.02%	223
2018 Q1	$86K	Hold	15,577	–	–	0.02%	204
2017 Q4	$80K	Sell	15,577 -1,623	-9%	-$7.91K	0.02%	214
2017 Q3	$81K	Sell	17,200 -2	-0%	-$9	0.02%	199
2017 Q2	$70K	Sell	17,202 -229	-1%	-$896	0.02%	198
2017 Q1	$74K	Hold	17,431	–	–	0.02%	192
2016 Q4	$74K	Sell	17,431 -130	-0.7%	-$484	0.02%	192
2016 Q3	$52K	Sell	17,561 -2	-0%	-$6	0.01%	235
2016 Q2	$52K	Buy	17,563 +906	+5%	+$3.41K	0.01%	248
2016 Q1	$66K	Hold	16,657	–	–	0.02%	209
2015 Q4	$68K	Hold	16,657	–	–	0.02%	215
2015 Q3	$69K	Buy	16,657 +5,644	+51%	+$27.3K	0.03%	178
2015 Q2	$57K	Sell	11,013 -1	-0%	-$5	0.03%	171
2015 Q1	$60K	Hold	11,014	–	–	0.03%	166
2014 Q4	$57K	Hold	11,014	–	–	0.01%	171
2014 Q3	$63K	Sell	11,014 -2	-0%	-$11	0.01%	156
2014 Q2	$66K	Buy	+11,016	New	+$66.4K	0.01%	159
2014 Q1	–	Sell	-16,237	Closed	-$104K	–	113
2013 Q4	$104K	Sell	16,237 -6,426	-28%	-$36.6K	0.05%	127
2013 Q3	$114K	Buy	22,663 +1,411	+7%	+$7.2K	0.05%	122
2013 Q2	$97.5K	Buy	+21,252	New	+$93.9K	0.05%	110

Other funds holding AEG

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return