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Atria Wealth Solutions’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Atria Wealth Solutions’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 		$453K Sell
15,345
-2,285
-13% -$61.5K 0.01% 961
2025
Q1 		$431K Sell
17,630
-821
-4% -$22.2K 0.01% 1267
2024
Q4 		$501K Sell
18,451
-2,882
-14% -$83.5K 0.01% 1282
2024
Q3 		$616K Buy
21,333
+4,577
+27% +$129K 0.01% 1136
2024
Q2 		$467K Sell
16,756
-208
-1% -$5.4K 0.01% 1274
2024
Q1 		$435K Sell
16,964
-880
-5% -$21.8K ﹤0.01% 1333
2023
Q4 		$435K Buy
17,844
+5,031
+39% +$117K 0.01% 1289
2023
Q3 		$290K Buy
+12,813
New +$300K ﹤0.01% 1435

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