OPWM
AGGA

Oregon Pacific Wealth Management’s EA Astoria Beacon Dynamic Core US Fixed Income ETF AGGA Stock Holding History

Oregon Pacific Wealth Management’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 		$6.71M Sell
267,164
-1,519
-0.6% -$38.2K 6.3% 3
2026
Q1 		$6.75M Buy
268,683
+40,682
+18% +$1.03M 7.05% 3
2025
Q4 		$5.77M Buy
228,001
+38,814
+21% +$985K 5.96% 4
2025
Q3 		$4.8M Buy
+189,187
New +$4.78M 4.15% 5

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
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
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 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

Oregon Pacific Wealth Management's AGGA Position: Q2 2026 in Review

Oregon Pacific Wealth Management reduced its EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) stake by 0.57% in Q2 2026, selling an estimated $38.2K and leaving 267,164 shares worth $6.71M. The position accounts for 6.3% of the portfolio, ranked #3.

Oregon Pacific Wealth Management first reported a position in AGGA in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.75M in Q1 2026. 20 funds tracked by Wall St. Rank hold AGGA as of Q2 2026.

  • Oregon Pacific Wealth Management held 267,164 shares of EA Astoria Beacon Dynamic Core US Fixed Income ETF worth $6.71M as of Q2 2026.
  • Oregon Pacific Wealth Management sold 1,519 EA Astoria Beacon Dynamic Core US Fixed Income ETF shares in Q2 2026, an estimated $38.2K.
  • EA Astoria Beacon Dynamic Core US Fixed Income ETF made up 6.3% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Oregon Pacific Wealth Management first reported a position in EA Astoria Beacon Dynamic Core US Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Oregon Pacific Wealth Management's EA Astoria Beacon Dynamic Core US Fixed Income ETF position peaked at $6.75M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held EA Astoria Beacon Dynamic Core US Fixed Income ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.