AGGA EA SERIES TRUST
FollowUIE (fund)
10 managers (10 13F filers) reported a position in AGGA shares at 2025-09-30, 2,328,939 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 1
- Added
- 9
- Reduced
- 0
- Sold out
- 4
- Shares held by filers
- 2,328,939
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 1,010,017 | $25.6M | 6.72% | +76,279 | 13F-HRTimeline |
| Hobbs Group Advisors, LLC | 625,950 | $15.9M | 4.95% | +168,171 | 13F-HRTimeline |
| Vermillion & White Wealth Management Gr… | 229,680 | $5.83M | 3.32% | +86,380 | 13F-HRTimeline |
| Oregon Pacific Wealth Management, LLC | 189,187 | $4.8M | 4.15% | new | 13F-HRTimeline |
| PUFF WEALTH MANAGEMENT, LLC | 92,250 | $2.34M | 3.56% | +19,391 | 13F-HRTimeline |
| SILVERLAKE WEALTH MANAGEMENT LLC | 58,159 | $1.48M | 0.36% | +47,161 | 13F-HRTimeline |
| BlackDiamond Wealth Management, LLC | 51,699 | $1.31M | 0.72% | +1,979 | 13F-HRTimeline |
| Latitude Advisors, LLC | 48,363 | $1.23M | 0.56% | +2,726 | 13F-HRTimeline |
| GeoWealth Management, LLC | 14,008 | $356K | 0.01% | +2,019 | 13F-HRTimeline |
| Onyx Bridge Wealth Group LLC | 9,626 | $244K | 0.03% | +897 | 13F-HRTimeline |