WCM
AGGA

WealthTrak Capital Management’s EA Astoria Beacon Dynamic Core US Fixed Income ETF AGGA Stock Holding History

WealthTrak Capital Management’s Portfolio AGGA Stock Details AGGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,210
Closed -$30.5K – 937
2025
Q2 		$30.5K Buy
+1,210
New +$30.2K 0.03% 124

Other funds holding AGGA

APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
SWM
Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

WealthTrak Capital Management's AGGA Position: Q3 2025 in Review

WealthTrak Capital Management sold out of EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) in Q3 2025, closing a stake of 1,210 shares — an estimated $30.5K sold.

WealthTrak Capital Management first reported a position in AGGA in Q2 2025 and held it in 1 quarter. The position peaked at $30.5K in Q2 2025. 10 funds tracked by Wall St. Rank hold AGGA as of Q3 2025.

  • WealthTrak Capital Management reported no remaining EA Astoria Beacon Dynamic Core US Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 1,210 EA Astoria Beacon Dynamic Core US Fixed Income ETF shares in Q3 2025, an estimated $30.5K.
  • WealthTrak Capital Management first reported a position in EA Astoria Beacon Dynamic Core US Fixed Income ETF in Q2 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's EA Astoria Beacon Dynamic Core US Fixed Income ETF position peaked at $30.5K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held EA Astoria Beacon Dynamic Core US Fixed Income ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.