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Ausdal Financial Partners’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Ausdal Financial Partners’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
Q4 		– Sell
-8,355
Closed -$256K – 943
2025
Q3 		$256K Buy
+8,355
New +$249K 0.01% 794

Other funds holding AGOX

BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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 $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Ausdal Financial Partners's AGOX Position: Q4 2025 in Review

Ausdal Financial Partners sold out of Adaptive Alpha Opportunities ETF (AGOX) in Q4 2025, closing a stake of 8,355 shares — an estimated $256K sold.

Ausdal Financial Partners first reported a position in AGOX in Q3 2025 and held it in 1 quarter. The position peaked at $256K in Q3 2025. 49 funds tracked by Wall St. Rank hold AGOX as of Q4 2025.

  • Ausdal Financial Partners reported no remaining Adaptive Alpha Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Ausdal Financial Partners sold 8,355 Adaptive Alpha Opportunities ETF shares in Q4 2025, an estimated $256K.
  • Ausdal Financial Partners first reported a position in Adaptive Alpha Opportunities ETF in Q3 2025 and held it in 1 quarter.
  • Ausdal Financial Partners's Adaptive Alpha Opportunities ETF position peaked at $256K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q4 2025.

Based on Ausdal Financial Partners's 13F filing for Q4 2025, filed 13 Feb 2026.