WWMSC
AGGE

Wagner Wealth Management (South Carolina)’s IQ Enhanced Core Bond U.S. ETF AGGE Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$19K Buy
1,049
+6
+0.6% +$112 0.01% 355
2018
Q2 		$19K Buy
1,043
+8
+0.8% +$149 0.01% 325
2018
Q1 		$20K Sell
1,035
-1,598
-61% -$30.4K 0.02% 296
2017
Q4 		$51K Buy
+2,633
New +$51.7K 0.04% 218

Other funds holding AGGE

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s AGGE Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) increased its IQ Enhanced Core Bond U.S. ETF (AGGE) stake by 0.58% in Q3 2018, buying an estimated $112 and bringing the position to 1,049 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #355.

Wagner Wealth Management (South Carolina) first reported a position in AGGE in Q4 2017 and has held it in 4 quarters since. The position peaked at $51K in Q4 2017. 14 funds tracked by Wall St. Rank hold AGGE as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 1,049 shares of IQ Enhanced Core Bond U.S. ETF worth $19K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) bought 6 IQ Enhanced Core Bond U.S. ETF shares in Q3 2018, an estimated $112.
  • IQ Enhanced Core Bond U.S. ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #355 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in IQ Enhanced Core Bond U.S. ETF in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s IQ Enhanced Core Bond U.S. ETF position peaked at $51K in Q4 2017.
  • 14 funds tracked by Wall St. Rank held IQ Enhanced Core Bond U.S. ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.