Latitude Advisors’s EA Astoria Beacon Dynamic Core US Fixed Income ETF AGGA Stock Holding History

Latitude Advisors’s Portfolio AGGA Stock Details AGGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.57M	Buy	62,493 +8,900	+17%	+$225K	0.72%	29
2025 Q4	$1.36M	Buy	53,593 +5,230	+11%	+$133K	0.6%	36
2025 Q3	$1.23M	Buy	48,363 +2,726	+6%	+$68.8K	0.56%	40
2025 Q2	$1.15M	Buy	+45,637	New	+$1.14M	0.58%	38

Other funds holding AGGA

Astoria Portfolio Advisors New York $468M AUM 21.04% 1-Year Est. Return

Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return

Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $434M AUM 22.79% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $474M AUM 17.75% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

BlueDoor Private Wealth Beverly, Massachusetts $216M AUM

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return