ACG Wealth’s Global X Aging Population ETF AGNG Stock Holding History

ACG Wealth’s Portfolio AGNG Stock Details AGNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-10,494	Closed	-$211K	–	271
2020 Q1	$211K	Buy	10,494 +55	+0.5%	+$1.24K	0.04%	266
2019 Q4	$246K	Sell	10,439 -3,767	-27%	-$85.9K	0.04%	290
2019 Q3	$302K	Sell	14,206 -976	-6%	-$20.9K	0.04%	262
2019 Q2	$323K	Sell	15,182 -1,610	-10%	-$33.6K	0.04%	263
2019 Q1	$360K	Buy	16,792 +1,331	+9%	+$27.9K	0.05%	249
2018 Q4	$293K	Hold	15,461	–	–	0.04%	248
2018 Q3	$349K	Buy	15,461 +3,280	+27%	+$71.1K	0.05%	234
2018 Q2	$253K	Buy	12,181 +1,394	+13%	+$28K	0.04%	241
2018 Q1	$212K	Sell	10,787 -413	-4%	-$8.34K	0.03%	280
2017 Q4	$218K	Buy	+11,200	New	+$219K	0.03%	291

Other funds holding AGNG

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ACG Wealth's AGNG Position: Q2 2020 in Review

ACG Wealth sold out of Global X Aging Population ETF (AGNG) in Q2 2020, closing a stake of 10,494 shares — an estimated $211K sold.

ACG Wealth first reported a position in AGNG in Q4 2017 and held it in 10 quarters. The position peaked at $360K in Q1 2019. 16 funds tracked by Wall St. Rank hold AGNG as of Q2 2020.

ACG Wealth reported no remaining Global X Aging Population ETF position as of Q2 2020 after selling out during the quarter.
ACG Wealth sold 10,494 Global X Aging Population ETF shares in Q2 2020, an estimated $211K.
ACG Wealth first reported a position in Global X Aging Population ETF in Q4 2017 and held it in 10 quarters.
ACG Wealth's Global X Aging Population ETF position peaked at $360K in Q1 2019.
16 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q2 2020.

Based on ACG Wealth's 13F filing for Q2 2020, filed 7 Oct 2020.