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Advisor Resource Council’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Advisor Resource Council’s Portfolio AGOX Stock Details AGOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,252
Closed -$300K – 202
2025
Q1 		$300K Buy
+12,252
New +$331K 0.02% 464
2024
Q1 		– Sell
-12,074
Closed -$294K – 243
2023
Q4 		$294K Buy
+12,074
New +$281K 0.03% 350
2022
Q3 		– Sell
-73,143
Closed -$1.47M – 165
2022
Q2 		$1.47M Buy
+73,143
New +$1.6M 0.14% 158
2022
Q1 		– Sell
-73,707
Closed -$1.87M – 226
2021
Q4 		$1.87M Buy
+73,707
New +$1.91M 0.15% 154
2021
Q3 		– Sell
-64,232
Closed -$1.68M – 231
2021
Q2 		$1.68M Buy
+64,232
New +$1.65M 0.18% 129

Other funds holding AGOX

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return