Wealthcare Advisory Partners LLC

Position in AGNC — AGNC Investment Corp.

CIK 1683059 WEST CHESTER, PA

Position in AGNC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$272,761

-$52,963 QoQ

Shares Held

25,024

-22.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#394

of 698 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $869,258 across 4 REIT - Mortgage names. AGNC ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	14,407	$322,140
2	AGNC	AGNC Investment Corp. This page	25,024	$272,761
3	RITM	Rithm Capital Corp.	23,627	$221,857
4	RWT	Redwood Trust Inc	11,076	$52,500

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,761	25,024	-22.9%	Shares	Sole	2026-07-09
2026-03-31	$325,724	32,475	-0.5%	Shares	Sole	2026-04-14
2025-12-31	$349,922	32,642	-13.0%	Shares	Sole	2026-01-14
2025-09-30	$367,389	37,527	+46.1%	Shares	Sole	2025-11-07
2025-06-30	$236,118	25,693	+28.5%	Shares	Sole	2025-07-22
2025-03-31	$191,513	19,991	+14.1%	Shares	Sole	2025-04-15
2024-12-31	$161,414	17,526	+49.8%	Shares	Sole	2025-01-15
2024-09-30	$122,382	11,700	+0.2%	Shares	Sole	2024-11-04
2024-06-30	$111,389	11,676	-5.4%	Shares	Sole	2024-08-12
2024-03-31	$122,126	12,336	+4.7%	Shares	Sole	2024-04-15
2023-12-31	$115,532	11,777	+1.7%	Shares	Sole	2024-02-06
2023-09-30	$109,343	11,583	+15.4%	Shares	Sole	2023-10-12
2023-06-30	$101,664	10,036	-5.7%	Shares	Sole	2023-07-17
2022-12-31	$110,144	10,642	+5.0%	Shares	Sole	2023-02-13
2021-12-31	$152,505	10,140	-17.8%	Shares	Sole	2022-02-11
2021-09-30	$194,601	12,340	-16.8%	Shares	Sole	2021-11-15
2021-06-30	$250,647	14,840	-2.0%	Shares	Sole	2021-08-16
2021-03-31	$253,746	15,140	+37.6%	Shares	Sole	2021-04-30
2020-12-31	$171,600	11,000	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.