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Aurora Private Wealth’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Aurora Private Wealth’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
Q3 		– Sell
-36,443
Closed -$955K – 212
2021
Q2 		$955K Buy
+36,443
New +$935K 0.38% 60

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
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 $36M AUM 16.76% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Aurora Private Wealth's AGOX Position: Q3 2021 in Review

Aurora Private Wealth sold out of Adaptive Alpha Opportunities ETF (AGOX) in Q3 2021, closing a stake of 36,443 shares — an estimated $955K sold.

Aurora Private Wealth first reported a position in AGOX in Q2 2021 and held it in 1 quarter. The position peaked at $955K in Q2 2021. 28 funds tracked by Wall St. Rank hold AGOX as of Q3 2021.

  • Aurora Private Wealth reported no remaining Adaptive Alpha Opportunities ETF position as of Q3 2021 after selling out during the quarter.
  • Aurora Private Wealth sold 36,443 Adaptive Alpha Opportunities ETF shares in Q3 2021, an estimated $955K.
  • Aurora Private Wealth first reported a position in Adaptive Alpha Opportunities ETF in Q2 2021 and held it in 1 quarter.
  • Aurora Private Wealth's Adaptive Alpha Opportunities ETF position peaked at $955K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q3 2021.

Based on Aurora Private Wealth's 13F filing for Q3 2021, filed 8 Nov 2021.