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

USAdvisors Wealth Management’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 Q3	–	Sell	-411,695	Closed	-$7.86M	–	78
2018 Q2	$7.86M	Buy	411,695 +14,749	+4%	+$282K	5.94%	7
2018 Q1	$7.66M	Buy	396,946 +38,887	+11%	+$757K	6.08%	7
2017 Q4	$7.14M	Buy	+358,059	New	+$7.18M	6.11%	7

Other funds holding AGGP

NYLIM

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

USAdvisors Wealth Management's AGGP Position: Q3 2018 in Review

USAdvisors Wealth Management sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q3 2018, closing a stake of 411,695 shares — an estimated $7.86M sold.

USAdvisors Wealth Management first reported a position in AGGP in Q4 2017 and held it in 3 quarters. The position peaked at $7.86M in Q2 2018. 37 funds tracked by Wall St. Rank hold AGGP as of Q3 2018.

USAdvisors Wealth Management reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q3 2018 after selling out during the quarter.
USAdvisors Wealth Management sold 411,695 IQ Enhanced Core Plus Bond U.S. ETF shares in Q3 2018, an estimated $7.86M.
USAdvisors Wealth Management first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q4 2017 and held it in 3 quarters.
USAdvisors Wealth Management's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $7.86M in Q2 2018.
37 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q3 2018.

Based on USAdvisors Wealth Management's 13F filing for Q3 2018, filed 25 Oct 2018.