SS
AGGE

Simplicity Solutions’s IQ Enhanced Core Bond U.S. ETF AGGE Stock Holding History

Simplicity Solutions’s Portfolio AGGE Stock Details AGGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-24,849
Closed -$462K – 821
2018
Q4 		$462K Buy
+24,849
New +$458K 0.06% 329

Other funds holding AGGE

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCM
Breiter Capital Management Bradenton, Florida $202M AUM 21.36% 1-Year Est. Return

Simplicity Solutions's AGGE Position: Q1 2019 in Review

Simplicity Solutions sold out of IQ Enhanced Core Bond U.S. ETF (AGGE) in Q1 2019, closing a stake of 24,849 shares — an estimated $462K sold.

Simplicity Solutions first reported a position in AGGE in Q4 2018 and held it in 1 quarter. The position peaked at $462K in Q4 2018. 13 funds tracked by Wall St. Rank hold AGGE as of Q1 2019.

  • Simplicity Solutions reported no remaining IQ Enhanced Core Bond U.S. ETF position as of Q1 2019 after selling out during the quarter.
  • Simplicity Solutions sold 24,849 IQ Enhanced Core Bond U.S. ETF shares in Q1 2019, an estimated $462K.
  • Simplicity Solutions first reported a position in IQ Enhanced Core Bond U.S. ETF in Q4 2018 and held it in 1 quarter.
  • Simplicity Solutions's IQ Enhanced Core Bond U.S. ETF position peaked at $462K in Q4 2018.
  • 13 funds tracked by Wall St. Rank held IQ Enhanced Core Bond U.S. ETF as of Q1 2019.

Based on Simplicity Solutions's 13F filing for Q1 2019, filed 10 May 2019.