CENTAURUS FINANCIAL, INC.
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 891943
ANAHEIM, CA
Position in AGGY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$232,978
-$1,544 QoQ
Shares Held
5,362
+0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,978 | 5,362 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $234,522 | 5,324 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $219,579 | 4,960 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $214,005 | 4,905 | Shares | Sole | 2025-08-29 | |
| 2020-09-30 | $108,716 | 2,020 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $195,205 | 3,627 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $190,175 | 3,682 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||