BCWM
AGEM

Bartlett & Co Wealth Management’s abrdn Emerging Markets Dividend Active ETF AGEM Stock Holding History

Bartlett & Co Wealth Management’s Portfolio AGEM Stock Details AGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99.6K Hold
2,157
– – ﹤0.01% 573
2025
Q4 		$82.8K Buy
+2,157
New +$81.5K ﹤0.01% 586

Other funds holding AGEM

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bartlett & Co Wealth Management's AGEM Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its abrdn Emerging Markets Dividend Active ETF (AGEM) position steady in Q1 2026 at 2,157 shares worth $99.6K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Bartlett & Co Wealth Management first reported a position in AGEM in Q4 2025 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold AGEM as of Q1 2026.

  • Bartlett & Co Wealth Management held 2,157 shares of abrdn Emerging Markets Dividend Active ETF worth $99.6K as of Q1 2026.
  • Bartlett & Co Wealth Management left its abrdn Emerging Markets Dividend Active ETF share count unchanged in Q1 2026.
  • abrdn Emerging Markets Dividend Active ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #573 holding.
  • Bartlett & Co Wealth Management first reported a position in abrdn Emerging Markets Dividend Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held abrdn Emerging Markets Dividend Active ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.