LA
AGGA

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
Q2 		$2.04M Buy
80,997
+18,504
+30% +$465K 0.81% 28
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

APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Latitude Advisors's AGGA Position: Q2 2026 in Review

Latitude Advisors increased its EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) stake by 30% in Q2 2026, buying an estimated $465K and bringing the position to 80,997 shares worth $2.04M. The position accounts for 0.81% of the portfolio, ranked #28.

Latitude Advisors first reported a position in AGGA in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold AGGA as of Q2 2026.

  • Latitude Advisors held 80,997 shares of EA Astoria Beacon Dynamic Core US Fixed Income ETF worth $2.04M as of Q2 2026.
  • Latitude Advisors bought 18,504 EA Astoria Beacon Dynamic Core US Fixed Income ETF shares in Q2 2026, an estimated $465K.
  • EA Astoria Beacon Dynamic Core US Fixed Income ETF made up 0.81% of Latitude Advisors's portfolio in Q2 2026, its #28 holding.
  • Latitude Advisors first reported a position in EA Astoria Beacon Dynamic Core US Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held EA Astoria Beacon Dynamic Core US Fixed Income ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.