Sagespring Wealth Partners’s NestYield Dynamic Income ETF EGGY Stock Holding History

Sagespring Wealth Partners’s Portfolio EGGY Stock Details EGGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,212	Closed	-$250K	–	877
2026 Q1	$250K	Buy	+8,212	New	+$278K	﹤0.01%	718

Other funds holding EGGY

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Swan Capital Pensacola, Florida $292M AUM 15.76% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sagespring Wealth Partners's EGGY Position: Q2 2026 in Review

Sagespring Wealth Partners sold out of NestYield Dynamic Income ETF (EGGY) in Q2 2026, closing a stake of 8,212 shares — an estimated $250K sold.

Sagespring Wealth Partners first reported a position in EGGY in Q1 2026 and held it in 1 quarter. The position peaked at $250K in Q1 2026. 8 funds tracked by Wall St. Rank hold EGGY as of Q2 2026.

Sagespring Wealth Partners reported no remaining NestYield Dynamic Income ETF position as of Q2 2026 after selling out during the quarter.
Sagespring Wealth Partners sold 8,212 NestYield Dynamic Income ETF shares in Q2 2026, an estimated $250K.
Sagespring Wealth Partners first reported a position in NestYield Dynamic Income ETF in Q1 2026 and held it in 1 quarter.
Sagespring Wealth Partners's NestYield Dynamic Income ETF position peaked at $250K in Q1 2026.
8 funds tracked by Wall St. Rank held NestYield Dynamic Income ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.