Retirement Wealth Solutions LLC

Pension

Position in AGNC — AGNC Investment Corp.

CIK 2044741 MARSHFIELD, WI

Position in AGNC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$7,270

+$3,339 QoQ

Shares Held

667

+70.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#632

of 698 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Retirement Wealth Solutions LLC holds $18,968 across 5 REIT - Mortgage names. AGNC ranks #1 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp. This page	667	$7,270
2	NLY	Annaly Capital Management Inc	229	$5,120
3	STWD	Starwood Property Trust, Inc.	203	$3,325
4	RITM	Rithm Capital Corp.	242	$2,272
5	PMT	PennyMac Mortgage Investment Trust	87	$981

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,270	667	+70.2%	Shares	Sole	2026-07-07
2026-03-31	$3,931	392	+74.2%	Shares	Sole	2026-04-07
2025-12-31	$2,412	225	+71.8%	Shares	Sole	2026-01-07
2025-09-30	$1,282	131	—	Shares	Sole	2025-10-08
No filing history on record for this holder in this stock.