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Arkadios Wealth Advisors’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-5,741
Closed -$147K – 604
2021
Q3 		$147K Buy
+5,741
New +$150K 0.02% 587

Other funds holding AGOX

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Arkadios Wealth Advisors's AGOX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Adaptive Alpha Opportunities ETF (AGOX) in Q4 2021, closing a stake of 5,741 shares — an estimated $147K sold.

Arkadios Wealth Advisors first reported a position in AGOX in Q3 2021 and held it in 1 quarter. The position peaked at $147K in Q3 2021. 36 funds tracked by Wall St. Rank hold AGOX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Adaptive Alpha Opportunities ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 5,741 Adaptive Alpha Opportunities ETF shares in Q4 2021, an estimated $147K.
  • Arkadios Wealth Advisors first reported a position in Adaptive Alpha Opportunities ETF in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Adaptive Alpha Opportunities ETF position peaked at $147K in Q3 2021.
  • 36 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.