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IAG Wealth Partners, LLCETFConcentrated long-term

CIK: 0001827261 | WAUKESHA, WI

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR508$1.0B2026-08-06SEC ↗
Q1 2026
13F-HR509$895.9M2026-04-29SEC ↗
Q4 2025
13F-HR497$863.6M2026-02-10SEC ↗
Q3 2025
13F-HR526$832.5M2025-11-12SEC ↗
Q2 2025
13F-HR495$755.7M2025-08-13SEC ↗
Q1 2025
13F-HR500$643.4M2025-04-16SEC ↗
Q4 2024
13F-HR507$566.9M2025-02-10SEC ↗
Q3 2024
13F-HR490$541.0M2024-10-29SEC ↗
Q2 2024
13F-HR499$497.6M2024-07-16SEC ↗
Q1 2024
13F-HR452$465.6M2024-04-24SEC ↗
Q4 2023
13F-HR435$438.3M2024-02-02SEC ↗
Q3 2023
13F-HR448$358.7M2023-10-24SEC ↗
Q2 2023
13F-HR459$378.4M2023-08-10SEC ↗
Q1 2023
13F-HR451$360.4M2023-04-25SEC ↗
Q4 2022
13F-HR434$339.4M2023-02-08SEC ↗
Q3 2022
13F-HR450$4.4M2022-10-26SEC ↗
Q2 2022
13F-HR452$3.2M2022-08-03SEC ↗
Q1 2022
13F-HR451$2.6M2022-05-04SEC ↗
Q4 2021
13F-HR412$2.3M2022-02-14SEC ↗
Q3 2021
13F-HR391$840.5K2021-11-04SEC ↗
Q2 2021
13F-HR369$923.0K2021-08-04SEC ↗
Q1 2021
13F-HR372$741.8K2021-04-29SEC ↗
Q4 2020
13F-HR353$877.2K2021-02-11SEC ↗
Q3 2020
13F-HR352$681.3K2021-02-11SEC ↗
Q2 2020
13F-HR423$682.8K2021-02-11SEC ↗
Q1 2020
13F-HR421$441.6K2021-02-11SEC ↗
Q4 2019
13F-HR435$428.8K2021-02-11SEC ↗