PWM
AGGA

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
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

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
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
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

Puff Wealth Management's AGGA Position: Q2 2026 in Review

Puff Wealth Management opened a new position in EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) in Q2 2026: 275,328 shares worth $6.92M. The stake represents 7.05% of the portfolio and ranks #2 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in AGGA as recently as Q4 2025.

Puff Wealth Management first reported a position in AGGA in Q2 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold AGGA as of Q2 2026.

  • Puff Wealth Management held 275,328 shares of EA Astoria Beacon Dynamic Core US Fixed Income ETF worth $6.92M as of Q2 2026.
  • EA Astoria Beacon Dynamic Core US Fixed Income ETF was a new Puff Wealth Management position in Q2 2026.
  • EA Astoria Beacon Dynamic Core US Fixed Income ETF made up 7.05% of Puff Wealth Management's portfolio in Q2 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 4 quarters since.
  • 20 funds tracked by Wall St. Rank held EA Astoria Beacon Dynamic Core US Fixed Income ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.