BDO Wealth Advisors’s Global X Aging Population ETF AGNG Stock Holding History

BDO Wealth Advisors’s Portfolio AGNG Stock Details AGNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-7,409	Closed	-$207K	–	1151
2020 Q4	$207K	Hold	7,409	–	–	0.03%	231
2020 Q3	$190K	Hold	7,409	–	–	0.03%	222
2020 Q2	$181K	Hold	7,409	–	–	0.03%	226
2020 Q1	$149K	Hold	7,409	–	–	0.03%	230
2019 Q4	$175K	Hold	7,409	–	–	0.05%	200
2019 Q3	$158K	Sell	7,409 -46	-0.6%	-$983	0.04%	216
2019 Q2	$159K	Buy	+7,455	New	+$155K	0.04%	211

Other funds holding AGNG

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return

BDO Wealth Advisors's AGNG Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Global X Aging Population ETF (AGNG) in Q1 2021, closing a stake of 7,409 shares — an estimated $207K sold.

BDO Wealth Advisors first reported a position in AGNG in Q2 2019 and held it in 7 quarters. The position peaked at $207K in Q4 2020. 20 funds tracked by Wall St. Rank hold AGNG as of Q1 2021.

BDO Wealth Advisors reported no remaining Global X Aging Population ETF position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 7,409 Global X Aging Population ETF shares in Q1 2021, an estimated $207K.
BDO Wealth Advisors first reported a position in Global X Aging Population ETF in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's Global X Aging Population ETF position peaked at $207K in Q4 2020.
20 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.