Avantax Advisory Services’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Avantax Advisory Services’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	$2.23M	Buy	+75,352	New	+$2.03M	0.01%	746

Other funds holding AGOX

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

OWA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Avantax Advisory Services's AGOX Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Adaptive Alpha Opportunities ETF (AGOX) in Q2 2025: 75,352 shares worth $2.23M. The stake represents 0.01% of the portfolio and ranks #746 among its holdings.

44 funds tracked by Wall St. Rank hold AGOX as of Q2 2025.

Avantax Advisory Services held 75,352 shares of Adaptive Alpha Opportunities ETF worth $2.23M as of Q2 2025.
Adaptive Alpha Opportunities ETF was a new Avantax Advisory Services position in Q2 2025.
Adaptive Alpha Opportunities ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #746 holding.
44 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.