WIA
AGGA

World Investment Advisors’s EA Astoria Beacon Dynamic Core US Fixed Income ETF AGGA Stock Holding History

World Investment Advisors’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
2026
Q2 		$1.41M Hold
55,917
– – 0.02% 595
2026
Q1 		$1.41M Buy
55,917
+3,271
+6% +$82.7K 0.02% 602
2025
Q4 		$1.33M Buy
+52,646
New +$1.34M 0.02% 588

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 $380M AUM 22.78% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

World Investment Advisors's AGGA Position: Q2 2026 in Review

World Investment Advisors held its EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) position steady in Q2 2026 at 55,917 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #595.

World Investment Advisors first reported a position in AGGA in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold AGGA as of Q2 2026.

  • World Investment Advisors held 55,917 shares of EA Astoria Beacon Dynamic Core US Fixed Income ETF worth $1.41M as of Q2 2026.
  • World Investment Advisors left its EA Astoria Beacon Dynamic Core US Fixed Income ETF share count unchanged in Q2 2026.
  • EA Astoria Beacon Dynamic Core US Fixed Income ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #595 holding.
  • World Investment Advisors first reported a position in EA Astoria Beacon Dynamic Core US Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held EA Astoria Beacon Dynamic Core US Fixed Income ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.