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

Puff 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 Q3	$7.8M	Buy	320,182 +44,854	+16%	+$1.11M	7.37%	2
2026 Q2	$6.92M	Buy	+275,328	New	+$6.92M	7.05%	2
2025 Q4	$3.48M	Buy	137,583 +45,333	+49%	+$1.15M	4.5%	4
2025 Q3	$2.34M	Buy	92,250 +19,391	+27%	+$490K	3.56%	9
2025 Q2	$1.84M	Buy	+72,859	New	+$1.82M	1.34%	24

Other funds holding AGGA

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Puff Wealth Management's AGGA Position: Q3 2026 in Review

Puff Wealth Management increased its EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) stake by 16% in Q3 2026, buying an estimated $1.11M and bringing the position to 320,182 shares worth $7.8M. The position accounts for 7.37% of the portfolio, ranked #2.

Puff Wealth Management first reported a position in AGGA in Q2 2025 and has held it in 5 quarters since. 2 funds tracked by Wall St. Rank hold AGGA as of Q3 2026.

Puff Wealth Management held 320,182 shares of EA Astoria Beacon Dynamic Core US Fixed Income ETF worth $7.8M as of Q3 2026.
Puff Wealth Management bought 44,854 EA Astoria Beacon Dynamic Core US Fixed Income ETF shares in Q3 2026, an estimated $1.11M.
EA Astoria Beacon Dynamic Core US Fixed Income ETF made up 7.37% of Puff Wealth Management's portfolio in Q3 2026, its #2 holding.
Puff Wealth Management first reported a position in EA Astoria Beacon Dynamic Core US Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
2 funds tracked by Wall St. Rank held EA Astoria Beacon Dynamic Core US Fixed Income ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.