LFS
AGGE

Legacy Financial Strategies’s IQ Enhanced Core Bond U.S. ETF AGGE Stock Holding History

Legacy Financial Strategies’s Portfolio AGGE Stock Details AGGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-151,667
Closed -$2.97M – 107
2017
Q4 		$2.97M Buy
+151,667
New +$2.98M 3.16% 7

Other funds holding AGGE

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Breiter Capital Management Bradenton, Florida $202M AUM 21.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Legacy Financial Strategies's AGGE Position: Q1 2018 in Review

Legacy Financial Strategies sold out of IQ Enhanced Core Bond U.S. ETF (AGGE) in Q1 2018, closing a stake of 151,667 shares — an estimated $2.97M sold.

Legacy Financial Strategies first reported a position in AGGE in Q4 2017 and held it in 1 quarter. The position peaked at $2.97M in Q4 2017. 14 funds tracked by Wall St. Rank hold AGGE as of Q1 2018.

  • Legacy Financial Strategies reported no remaining IQ Enhanced Core Bond U.S. ETF position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 151,667 IQ Enhanced Core Bond U.S. ETF shares in Q1 2018, an estimated $2.97M.
  • Legacy Financial Strategies first reported a position in IQ Enhanced Core Bond U.S. ETF in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Strategies's IQ Enhanced Core Bond U.S. ETF position peaked at $2.97M in Q4 2017.
  • 14 funds tracked by Wall St. Rank held IQ Enhanced Core Bond U.S. ETF as of Q1 2018.

Based on Legacy Financial Strategies's 13F filing for Q1 2018, filed 14 May 2018.