Stratos Wealth Partners’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Stratos Wealth Partners’s Portfolio AGGP Stock Details AGGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,375	Closed	-$26K	–	3057
2018 Q3	$26K	Buy	+1,375	New	+$26.3K	﹤0.01%	1759
2018 Q2	–	Sell	-43,329	Closed	-$836K	–	3166
2018 Q1	$836K	Buy	+43,329	New	+$843K	0.04%	405

Other funds holding AGGP

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Stratos Wealth Partners's AGGP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q4 2018, closing a stake of 1,375 shares — an estimated $26K sold.

Stratos Wealth Partners first reported a position in AGGP in Q1 2018 and held it in 2 quarters. The position peaked at $836K in Q1 2018. 31 funds tracked by Wall St. Rank hold AGGP as of Q4 2018.

Stratos Wealth Partners reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 1,375 IQ Enhanced Core Plus Bond U.S. ETF shares in Q4 2018, an estimated $26K.
Stratos Wealth Partners first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q1 2018 and held it in 2 quarters.
Stratos Wealth Partners's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $836K in Q1 2018.
31 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.