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

Arkadios Wealth Advisors’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
2026 Q1	$254K	Buy	7,147 +26	+0.4%	+$957	﹤0.01%	1441
2025 Q4	$256K	Hold	7,121	–	–	0.01%	1325
2025 Q3	$238K	Sell	7,121 -4,714	-40%	-$155K	0.01%	1272
2025 Q2	$378K	Hold	11,835	–	–	0.01%	961
2025 Q1	$370K	Buy	11,835 +49	+0.4%	+$1.54K	0.01%	816
2024 Q4	$356K	Sell	11,786 -500	-4%	-$15.9K	0.02%	665
2024 Q3	$403K	Buy	+12,286	New	+$391K	0.02%	624
2021 Q3	–	Sell	-12,828	Closed	-$391K	–	1854
2021 Q2	$391K	Buy	12,828 +3,000	+31%	+$87.7K	0.05%	380
2021 Q1	$272K	Sell	9,828 -165	-2%	-$4.67K	0.04%	359
2020 Q4	$279K	Buy	+9,993	New	+$266K	0.06%	270

Other funds holding AGNG

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACA

Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return

BFWM

Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

Arkadios Wealth Advisors's AGNG Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Global X Aging Population ETF (AGNG) stake by 0.37% in Q1 2026, buying an estimated $957 and bringing the position to 7,147 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Arkadios Wealth Advisors first reported a position in AGNG in Q4 2020 and has held it in 10 quarters since. The position peaked at $403K in Q3 2024. 41 funds tracked by Wall St. Rank hold AGNG as of Q1 2026.

Arkadios Wealth Advisors held 7,147 shares of Global X Aging Population ETF worth $254K as of Q1 2026.
Arkadios Wealth Advisors bought 26 Global X Aging Population ETF shares in Q1 2026, an estimated $957.
Global X Aging Population ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1441 holding.
Arkadios Wealth Advisors first reported a position in Global X Aging Population ETF in Q4 2020 and has held it in 10 quarters since.
Arkadios Wealth Advisors's Global X Aging Population ETF position peaked at $403K in Q3 2024.
41 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.