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Kestra Private Wealth Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Kestra Private Wealth Services’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.2M Buy
258,041
+23,485
+10% +$1.03M 0.14% 166
2025
Q4 		$10.3M Buy
234,556
+30,698
+15% +$1.36M 0.13% 172
2025
Q3 		$9.02M Buy
203,858
+35,252
+21% +$1.54M 0.12% 199
2025
Q2 		$7.36M Buy
168,606
+28,438
+20% +$1.22M 0.11% 220
2025
Q1 		$6.09M Buy
140,168
+15,687
+13% +$677K 0.1% 226
2024
Q4 		$5.34M Buy
124,481
+33,118
+36% +$1.45M 0.09% 229
2024
Q3 		$4.08M Buy
91,363
+16,243
+22% +$717K 0.07% 269
2024
Q2 		$3.23M Buy
75,120
+24,542
+49% +$1.05M 0.06% 288
2024
Q1 		$2.2M Buy
50,578
+41,476
+456% +$1.8M 0.05% 353
2023
Q4 		$401K Buy
+9,102
New +$384K 0.01% 822

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return