SFPM
AGGA

Sensible Financial Planning & Management’s EA Astoria Beacon Dynamic Core US Fixed Income ETF AGGA Stock Holding History

Sensible Financial Planning & 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
2025
Q3 		– Sell
-29,407
Closed -$742K – 37
2025
Q2 		$742K Buy
+29,407
New +$735K 0.14% 31

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 $334M AUM 18.64% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
SWM
Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Sensible Financial Planning & Management's AGGA Position: Q3 2025 in Review

Sensible Financial Planning & Management sold out of EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) in Q3 2025, closing a stake of 29,407 shares — an estimated $742K sold.

Sensible Financial Planning & Management first reported a position in AGGA in Q2 2025 and held it in 1 quarter. The position peaked at $742K in Q2 2025. 10 funds tracked by Wall St. Rank hold AGGA as of Q3 2025.

  • Sensible Financial Planning & Management reported no remaining EA Astoria Beacon Dynamic Core US Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 29,407 EA Astoria Beacon Dynamic Core US Fixed Income ETF shares in Q3 2025, an estimated $742K.
  • Sensible Financial Planning & Management first reported a position in EA Astoria Beacon Dynamic Core US Fixed Income ETF in Q2 2025 and held it in 1 quarter.
  • Sensible Financial Planning & Management's EA Astoria Beacon Dynamic Core US Fixed Income ETF position peaked at $742K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held EA Astoria Beacon Dynamic Core US Fixed Income ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.