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
Q2 		$2.29M Buy
91,091
+6,430
+8% +$162K 0.43% 62
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 $593M AUM 28.97% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Silverlake Wealth Management's AGGA Position: Q2 2026 in Review

Silverlake Wealth Management increased its EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) stake by 7.6% in Q2 2026, buying an estimated $162K and bringing the position to 91,091 shares worth $2.29M. The position accounts for 0.43% of the portfolio, ranked #62.

Silverlake Wealth Management first reported a position in AGGA in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold AGGA as of Q2 2026.

  • Silverlake Wealth Management held 91,091 shares of EA Astoria Beacon Dynamic Core US Fixed Income ETF worth $2.29M as of Q2 2026.
  • Silverlake Wealth Management bought 6,430 EA Astoria Beacon Dynamic Core US Fixed Income ETF shares in Q2 2026, an estimated $162K.
  • EA Astoria Beacon Dynamic Core US Fixed Income ETF made up 0.43% of Silverlake Wealth Management's portfolio in Q2 2026, its #62 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 5 quarters since.
  • 20 funds tracked by Wall St. Rank held EA Astoria Beacon Dynamic Core US Fixed Income ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.