Question 1

How many shares of AGGY does Kestra Advisory Services, LLC own?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC holds 66,743 shares of AGGY (WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND).

Question 2

What is Kestra Advisory Services, LLC's AGGY position worth?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC's AGGY position is worth $2.9M.

Question 3

Is Kestra Advisory Services, LLC buying or selling AGGY?

Accepted Answer

In 2026-Q2, Kestra Advisory Services, LLC decreased their AGGY position (-32.6% change in shares).

Question 4

When did Kestra Advisory Services, LLC first buy AGGY?

Accepted Answer

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in AGGY in 2020-Q3. They have held the position across 24 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	66,743	-32.6%	$2.9M	0.0%	$43.31	0
2026-Q1	Increased	98,998	+53.5%	$4.3M	0.0%	$42.80	38
2025-Q4	Increased	64,498	+7.8%	$2.8M	0.0%	$42.93	28
2025-Q3	Increased	59,834	+30.7%	$2.6M	0.0%	$42.65	33
2025-Q2	Increased	45,779	+13.0%	$2M	0.0%	$41.57	29
2025-Q1	Increased	40,512	+63.4%	$1.8M	0.0%	$40.92	37
2024-Q4	Increased	24,798	+19.6%	$1.1M	0.0%	$39.98	30
2024-Q3	Decreased	20,728	-40.4%	$926,752	0.0%	$41.16	0
2024-Q2	Increased	34,761	+0.1%	$1.5M	0.0%	$39.13	25
2024-Q1	Decreased	34,717	-21.3%	$1.5M	0.0%	$39.11	0
2023-Q4	Increased	44,123	+46.5%	$1.9M	0.0%	$39.26	35
2023-Q3	Increased	30,114	+180.3%	$1.3M	0.0%	$36.61	41
2023-Q2	Increased	10,744	+63.7%	$462,959	0.0%	$37.63	35
2023-Q1	Decreased	6,564	-19.4%	$286,774	0.0%	$37.82	0
2022-Q4	Decreased	8,140	-14.2%	$347,171	0.0%	$36.60	0
2022-Q3	Increased	9,486	+0.1%	$401,000	0.0%	$35.92	24
2022-Q2	Decreased	9,479	-64.5%	$424,000	0.0%	$37.76	0
2022-Q1	Decreased	26,670	-1.8%	$1.3M	0.0%	$40.18	0
2021-Q4	Decreased	27,162	-9.3%	$1.4M	0.0%	$43.19	0
2021-Q3	Decreased	29,957	-10.1%	$1.6M	0.0%	$43.16	0
2021-Q2	Decreased	33,309	-74.1%	$1.7M	0.0%	$43.18	0
2021-Q1	Decreased	128,790	-3.6%	$6.6M	0.1%	$42.13	0
2020-Q4	Increased	133,599	+59.1%	$7.2M	0.1%	$43.94	39
2020-Q3	New	83,950	-	$4.5M	0.1%	$43.57	37

AGGY24 quarters

AGGY
24 quarters