Beacon Financial Strategies’s abrdn Emerging Markets Dividend Active ETF AGEM Stock Holding History

Beacon Financial Strategies’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 Q2	$55.2K	Buy	+1,119	New	+$52.5K	0.03%	90

Other funds holding AGEM

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Beacon Financial Strategies's AGEM Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in abrdn Emerging Markets Dividend Active ETF (AGEM) in Q2 2026: 1,119 shares worth $55.2K. The stake represents 0.03% of the portfolio and ranks #90 among its holdings.

6 funds tracked by Wall St. Rank hold AGEM as of Q2 2026.

Beacon Financial Strategies held 1,119 shares of abrdn Emerging Markets Dividend Active ETF worth $55.2K as of Q2 2026.
abrdn Emerging Markets Dividend Active ETF was a new Beacon Financial Strategies position in Q2 2026.
abrdn Emerging Markets Dividend Active ETF made up 0.03% of Beacon Financial Strategies's portfolio in Q2 2026, its #90 holding.
6 funds tracked by Wall St. Rank held abrdn Emerging Markets Dividend Active ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.