Prospera Financial Services’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Prospera Financial Services’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 Q4	–	Sell	-7,346	Closed	-$145K	–	1759
2020 Q3	$145K	Buy	+7,346	New	+$146K	0.06%	313
2019 Q2	–	Sell	-12,560	Closed	-$240K	–	537
2019 Q1	$240K	Sell	12,560 -285	-2%	-$5.41K	0.08%	274
2018 Q4	$243K	Sell	12,845 -4,446	-26%	-$84K	0.05%	329
2018 Q3	$330K	Sell	17,291 -13,768	-44%	-$264K	0.06%	290
2018 Q2	$594K	Sell	31,059 -1,683	-5%	-$32.1K	0.08%	202
2018 Q1	$631K	Buy	32,742 +12,898	+65%	+$251K	0.09%	201
2017 Q4	$397K	Buy	+19,844	New	+$398K	0.06%	261

Other funds holding AGGP

BWA

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

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

KAS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Prospera Financial Services's AGGP Position: Q4 2020 in Review

Prospera Financial Services sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q4 2020, closing a stake of 7,346 shares — an estimated $145K sold.

Prospera Financial Services first reported a position in AGGP in Q4 2017 and held it in 7 quarters. The position peaked at $631K in Q1 2018. 19 funds tracked by Wall St. Rank hold AGGP as of Q4 2020.

Prospera Financial Services reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q4 2020 after selling out during the quarter.
Prospera Financial Services sold 7,346 IQ Enhanced Core Plus Bond U.S. ETF shares in Q4 2020, an estimated $145K.
Prospera Financial Services first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q4 2017 and held it in 7 quarters.
Prospera Financial Services's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $631K in Q1 2018.
19 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.