Buck Wealth Strategies’s Global X Aging Population ETF AGNG Stock Holding History

Buck Wealth Strategies’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
2023 Q4	–	Sell	-45	Closed	-$1.17K	–	75
2023 Q3	$1.17K	Sell	45 -12	-21%	-$327	﹤0.01%	327
2023 Q2	$1.33K	Hold	57	–	–	﹤0.01%	249
2023 Q1	$1.31K	Buy	+57	New	+$1.51K	﹤0.01%	189

Other funds holding AGNG

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

OIM

Oder Investment Management Woodland Hills, California $130M AUM 25.54% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Buck Wealth Strategies's AGNG Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Global X Aging Population ETF (AGNG) in Q4 2023, closing a stake of 45 shares — an estimated $1.17K sold.

Buck Wealth Strategies first reported a position in AGNG in Q1 2023 and held it in 3 quarters. The position peaked at $1.33K in Q2 2023. 23 funds tracked by Wall St. Rank hold AGNG as of Q4 2023.

Buck Wealth Strategies reported no remaining Global X Aging Population ETF position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 45 Global X Aging Population ETF shares in Q4 2023, an estimated $1.17K.
Buck Wealth Strategies first reported a position in Global X Aging Population ETF in Q1 2023 and held it in 3 quarters.
Buck Wealth Strategies's Global X Aging Population ETF position peaked at $1.33K in Q2 2023.
23 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.