RPg Family Wealth Advisory’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

RPg Family Wealth Advisory’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
2018 Q2	–	Sell	-125,067	Closed	-$2.41M	–	304
2018 Q1	$2.41M	Buy	125,067 +2,999	+2%	+$58.4K	1.98%	26
2017 Q4	$2.44M	Buy	122,068 +519	+0.4%	+$10.4K	2.06%	23
2017 Q3	$2.44M	Buy	121,549 +106	+0.1%	+$2.13K	2%	26
2017 Q2	$2.44M	Sell	121,443 -1,244	-1%	-$24.9K	2.12%	22
2017 Q1	$2.43M	Buy	122,687 +1,011	+0.8%	+$20K	2.01%	26
2016 Q4	$2.4M	Buy	+121,676	New	+$2.42M	2.06%	21

Other funds holding AGGP

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

BWA

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RPg Family Wealth Advisory's AGGP Position: Q2 2018 in Review

RPg Family Wealth Advisory sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q2 2018, closing a stake of 125,067 shares — an estimated $2.41M sold.

RPg Family Wealth Advisory first reported a position in AGGP in Q4 2016 and held it in 6 quarters. The position peaked at $2.44M in Q3 2017. 42 funds tracked by Wall St. Rank hold AGGP as of Q2 2018.

RPg Family Wealth Advisory reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q2 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 125,067 IQ Enhanced Core Plus Bond U.S. ETF shares in Q2 2018, an estimated $2.41M.
RPg Family Wealth Advisory first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q4 2016 and held it in 6 quarters.
RPg Family Wealth Advisory's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $2.44M in Q3 2017.
42 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q2 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2018, filed 10 Aug 2018.