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
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 $470M AUM 21.04% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
GM
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

Oregon Pacific Wealth Management's AGGA Position: Q1 2026 in Review

Oregon Pacific Wealth Management increased its EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) stake by 18% in Q1 2026, buying an estimated $1.03M and bringing the position to 268,683 shares worth $6.75M. The position accounts for 7.05% of the portfolio, ranked #3.

Oregon Pacific Wealth Management first reported a position in AGGA in Q3 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold AGGA as of Q1 2026.

  • Oregon Pacific Wealth Management held 268,683 shares of EA Astoria Beacon Dynamic Core US Fixed Income ETF worth $6.75M as of Q1 2026.
  • Oregon Pacific Wealth Management bought 40,682 EA Astoria Beacon Dynamic Core US Fixed Income ETF shares in Q1 2026, an estimated $1.03M.
  • EA Astoria Beacon Dynamic Core US Fixed Income ETF made up 7.05% of Oregon Pacific Wealth Management's portfolio in Q1 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 3 quarters since.
  • 16 funds tracked by Wall St. Rank held EA Astoria Beacon Dynamic Core US Fixed Income ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.