Omega Financial Group’s IQ Enhanced Core Bond U.S. ETF AGGE Stock Holding History

Omega Financial Group’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
2020 Q1	–	Sell	-57,709	Closed	-$1.12M	–	64
2019 Q4	$1.12M	Buy	57,709 +386	+0.7%	+$7.49K	0.74%	37
2019 Q3	$1.11M	Sell	57,323 -1,604	-3%	-$30.9K	0.78%	34
2019 Q2	$1.13M	Sell	58,927 -2,578	-4%	-$48.8K	0.83%	32
2019 Q1	$1.16M	Sell	61,505 -36,500	-37%	-$681K	0.85%	32
2018 Q4	$1.82M	Buy	+98,005	New	+$1.81M	1.61%	22

Omega Financial Group's AGGE Position: Q1 2020 in Review

Omega Financial Group sold out of IQ Enhanced Core Bond U.S. ETF (AGGE) in Q1 2020, closing a stake of 57,709 shares — an estimated $1.12M sold.

Omega Financial Group first reported a position in AGGE in Q4 2018 and held it in 5 quarters. The position peaked at $1.82M in Q4 2018. 0 funds tracked by Wall St. Rank hold AGGE as of Q1 2020.

Omega Financial Group reported no remaining IQ Enhanced Core Bond U.S. ETF position as of Q1 2020 after selling out during the quarter.
Omega Financial Group sold 57,709 IQ Enhanced Core Bond U.S. ETF shares in Q1 2020, an estimated $1.12M.
Omega Financial Group first reported a position in IQ Enhanced Core Bond U.S. ETF in Q4 2018 and held it in 5 quarters.
Omega Financial Group's IQ Enhanced Core Bond U.S. ETF position peaked at $1.82M in Q4 2018.
0 funds tracked by Wall St. Rank held IQ Enhanced Core Bond U.S. ETF as of Q1 2020.

Based on Omega Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.