Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Agnc Invt Corp Com reit shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Agnc Invt Corp Com reit (AGNC) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Agnc Invt Corp Com reit

Tip: Access up to 7 years of quarterly data

All positions including Agnc Invt Corp Com reit held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Agnc Invt Corp Com reit by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $572k 53k 10.72
2024-06-30 $202k 21k 9.54

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Intrmediate (UBND)
American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Harbor Etf Trust Internatnal Comp (OSEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Agnc Invt Corp Com reit

Vanguard Group
BlackRock
Geode Capital Management
State Street Corporation
UBS Group
Equity Investment Corp Acquisition
Susquehanna International
Charles Schwab Investment Management
Victory Capital Management
Northern Trust
Renaissance Technologies
Millennium Management
Davidson Investment Advisors
Royal Bank of Canada
Raymond James Financial

View all funds holding Agnc Invt Corp Com reit