JFS Wealth Advisors’s AGNC Investment AGNC Stock Holding History

JFS Wealth Advisors’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	$320	Buy	+29	New	+$306	﹤0.01%	2052
2020 Q1	–	Sell	-20,000	Closed	-$354K	–	497
2019 Q4	$354K	Sell	20,000 -13,500	-40%	-$230K	0.09%	109
2019 Q3	$539K	Buy	33,500 +11,000	+49%	+$181K	0.14%	89
2019 Q2	$378K	Buy	22,500 +7,500	+50%	+$130K	0.1%	107
2019 Q1	$270K	Sell	15,000 -5,000	-25%	-$89.3K	0.07%	121
2018 Q4	$351K	Sell	20,000 -32,533	-62%	-$580K	0.09%	107
2018 Q3	$979K	Buy	52,533 +1,468	+3%	+$28K	0.25%	66
2018 Q2	$949K	Buy	51,065 +1,429	+3%	+$27K	0.25%	64
2018 Q1	$939K	Buy	49,636 +1,395	+3%	+$26.5K	0.25%	65
2017 Q4	$974K	Sell	48,241 -7,721	-14%	-$159K	0.24%	67
2017 Q3	$1.21M	Buy	55,962 +5,167	+10%	+$110K	0.31%	60
2017 Q2	$1.08M	Buy	50,795 +2,419	+5%	+$50.3K	0.3%	60
2017 Q1	$877K	Hold	48,376	–	–	0.24%	72
2016 Q4	$877K	Buy	+48,376	New	+$917K	0.24%	72
2016 Q3	–	Sell	-53,831	Closed	-$1.07M	–	477
2016 Q2	$1.07M	Buy	53,831 +13,677	+34%	+$258K	0.29%	67
2016 Q1	$748K	Buy	40,154 +6,979	+21%	+$124K	0.22%	70
2015 Q4	$575K	Buy	33,175 +23,628	+247%	+$429K	0.17%	80
2015 Q3	$179K	Buy	+9,547	New	+$183K	0.08%	111
2014 Q3	–	Sell	-5,306	Closed	-$124K	–	483
2014 Q2	$124K	Buy	+5,306	New	+$122K	0.02%	112

Other funds holding AGNC

Wealth Enhancement Advisory Services

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

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return