BFS
AGEM

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

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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.

56 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.
  • 56 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.