RJFSA
AGGP

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

Raymond James Financial Services Advisors’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
-11,733
Closed -$234K – 3057
2020
Q2 		$234K Sell
11,733
-249
-2% -$4.97K ﹤0.01% 2391
2020
Q1 		$239K Buy
11,982
+4
+0% +$79 ﹤0.01% 1977
2019
Q4 		$236K Sell
11,978
-291
-2% -$5.73K ﹤0.01% 2474
2019
Q3 		$242K Sell
12,269
-466
-4% -$9.13K ﹤0.01% 2367
2019
Q2 		$248K Sell
12,735
-396
-3% -$7.62K ﹤0.01% 2391
2019
Q1 		$252K Sell
13,131
-2,996
-19% -$56.9K ﹤0.01% 2361
2018
Q4 		$305K Buy
16,127
+1,406
+10% +$26.6K ﹤0.01% 1986
2018
Q3 		$282K Sell
14,721
-16,050
-52% -$307K ﹤0.01% 2323
2018
Q2 		$587K Sell
30,771
-11,643
-27% -$222K ﹤0.01% 1771
2018
Q1 		$818K Sell
42,414
-13,110
-24% -$255K ﹤0.01% 1436
2017
Q4 		$1.11M Buy
55,524
+16,566
+43% +$332K 0.01% 1237
2017
Q3 		$782K Sell
38,958
-59,225
-60% -$1.19M 0.01% 1457
2017
Q2 		$1.97M Sell
98,183
-325
-0.3% -$6.5K 0.01% 894
2017
Q1 		$1.95M Buy
+98,508
New +$1.95M 0.01% 844
2016
Q4 		– Sell
-511,284
Closed -$10.4M – 2510
2016
Q3 		$10.4M Buy
+511,284
New +$10.4M 0.09% 252

Other funds holding AGGP

BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial Services Advisors's AGGP Position: Q3 2020 in Review

Raymond James Financial Services Advisors sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q3 2020, closing a stake of 11,733 shares — an estimated $234K sold.

Raymond James Financial Services Advisors first reported a position in AGGP in Q3 2016 and held it in 15 quarters. The position peaked at $10.4M in Q3 2016. 24 funds tracked by Wall St. Rank hold AGGP as of Q3 2020.

  • Raymond James Financial Services Advisors reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q3 2020 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 11,733 IQ Enhanced Core Plus Bond U.S. ETF shares in Q3 2020, an estimated $234K.
  • Raymond James Financial Services Advisors first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q3 2016 and held it in 15 quarters.
  • Raymond James Financial Services Advisors's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $10.4M in Q3 2016.
  • 24 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q3 2020.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.