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

Wagner Wealth Management (South Carolina)’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 Q2	–	Sell	-350	Closed	-$7K	–	734
2018 Q1	$7K	Sell	350 -108,460	-100%	-$2.11M	0.01%	409
2017 Q4	$2.16M	Buy	+108,810	New	+$2.18M	1.62%	14

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 $2.33B AUM 25.21% 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

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s AGGP Position: Q2 2018 in Review

Wagner Wealth Management (South Carolina) sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q2 2018, closing a stake of 350 shares — an estimated $7K sold.

Wagner Wealth Management (South Carolina) first reported a position in AGGP in Q4 2017 and held it in 2 quarters. The position peaked at $2.16M in Q4 2017. 42 funds tracked by Wall St. Rank hold AGGP as of Q2 2018.

Wagner Wealth Management (South Carolina) reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q2 2018 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 350 IQ Enhanced Core Plus Bond U.S. ETF shares in Q2 2018, an estimated $7K.
Wagner Wealth Management (South Carolina) first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q4 2017 and held it in 2 quarters.
Wagner Wealth Management (South Carolina)'s IQ Enhanced Core Plus Bond U.S. ETF position peaked at $2.16M in Q4 2017.
42 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q2 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2018, filed 1 Aug 2018.