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

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $517M AUM 17.96% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return