SWM
AGGA

Silverlake Wealth Management’s EA Astoria Beacon Dynamic Core US Fixed Income ETF AGGA Stock Holding History

Silverlake 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
Q1 		$2.13M Buy
84,661
+2,446
+3% +$61.9K 0.44% 63
2025
Q4 		$2.08M Buy
82,215
+24,056
+41% +$610K 0.46% 63
2025
Q3 		$1.48M Buy
58,159
+47,161
+429% +$1.19M 0.36% 90
2025
Q2 		$278K Buy
+10,998
New +$275K 0.08% 255

Other funds holding AGGA

APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Silverlake Wealth Management's AGGA Position: Q1 2026 in Review

Silverlake Wealth Management increased its EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) stake by 3% in Q1 2026, buying an estimated $61.9K and bringing the position to 84,661 shares worth $2.13M. The position accounts for 0.44% of the portfolio, ranked #63.

Silverlake Wealth Management first reported a position in AGGA in Q2 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold AGGA as of Q1 2026.

  • Silverlake Wealth Management held 84,661 shares of EA Astoria Beacon Dynamic Core US Fixed Income ETF worth $2.13M as of Q1 2026.
  • Silverlake Wealth Management bought 2,446 EA Astoria Beacon Dynamic Core US Fixed Income ETF shares in Q1 2026, an estimated $61.9K.
  • EA Astoria Beacon Dynamic Core US Fixed Income ETF made up 0.44% of Silverlake Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Silverlake 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.
  • 16 funds tracked by Wall St. Rank held EA Astoria Beacon Dynamic Core US Fixed Income ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.