Private Advisor Group’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Private Advisor Group’s Portfolio AGGP Stock Details AGGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-7,567	Closed	-$151K	–	3981
2020 Q2	$151K	Buy	+7,567	New	+$151K	﹤0.01%	1482
2020 Q1	–	Sell	-32,340	Closed	-$639K	–	1699
2019 Q4	$639K	Sell	32,340 -726	-2%	-$14.3K	0.01%	942
2019 Q3	$652K	Sell	33,066 -1,756	-5%	-$34.4K	0.01%	961
2019 Q2	$679K	Sell	34,822 -133	-0.4%	-$2.56K	0.01%	905
2019 Q1	$670K	Sell	34,955 -48,204	-58%	-$915K	0.01%	847
2018 Q4	$1.57M	Buy	83,159 +53,698	+182%	+$1.01M	0.04%	450
2018 Q3	$564K	Sell	29,461 -52,050	-64%	-$997K	0.01%	940
2018 Q2	$1.56M	Sell	81,511 -146,575	-64%	-$2.8M	0.03%	356
2018 Q1	$4.4M	Buy	228,086 +155,479	+214%	+$3.03M	0.17%	136
2017 Q4	$1.45M	Buy	72,607 +33,413	+85%	+$670K	0.06%	324
2017 Q3	$787K	Buy	+39,194	New	+$787K	0.02%	662
2017 Q1	–	Sell	-55,672	Closed	-$1.1M	–	1484
2016 Q4	$1.1M	Buy	+55,672	New	+$1.11M	0.04%	472

Other funds holding AGGP

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Private Advisor Group's AGGP Position: Q3 2020 in Review

Private Advisor Group sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q3 2020, closing a stake of 7,567 shares — an estimated $151K sold.

Private Advisor Group first reported a position in AGGP in Q4 2016 and held it in 12 quarters. The position peaked at $4.4M in Q1 2018. 24 funds tracked by Wall St. Rank hold AGGP as of Q3 2020.

Private Advisor Group reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 7,567 IQ Enhanced Core Plus Bond U.S. ETF shares in Q3 2020, an estimated $151K.
Private Advisor Group first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q4 2016 and held it in 12 quarters.
Private Advisor Group's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $4.4M in Q1 2018.
24 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.