Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Cambridge Investment Research Advisors’s Portfolio AGOX Stock Details AGOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,361
Closed -$395K – 3717
2025
Q2 		$395K Sell
13,361
-2,549
-16% -$68.6K ﹤0.01% 2759
2025
Q1 		$389K Buy
15,910
+968
+6% +$26.2K ﹤0.01% 2658
2024
Q4 		$406K Buy
14,942
+2,297
+18% +$66.6K ﹤0.01% 2589
2024
Q3 		$365K Sell
12,645
-1,283
-9% -$36.2K ﹤0.01% 2673
2024
Q2 		$388K Buy
13,928
+414
+3% +$10.7K ﹤0.01% 2498
2024
Q1 		$346K Buy
13,514
+20
+0.1% +$496 ﹤0.01% 2589
2023
Q4 		$328K Sell
13,494
-1,983
-13% -$46.1K ﹤0.01% 2525
2023
Q3 		$351K Buy
+15,477
New +$363K ﹤0.01% 2384
2023
Q1 		– Sell
-11,539
Closed -$236K – 3150
2022
Q4 		$236K Sell
11,539
-35,428
-75% -$729K ﹤0.01% 2626
2022
Q3 		$901K Buy
46,967
+36,093
+332% +$760K 0.01% 1550
2022
Q2 		$219K Sell
10,874
-542
-5% -$11.9K ﹤0.01% 2645
2022
Q1 		$272K Sell
11,416
-340
-3% -$8.15K ﹤0.01% 2626
2021
Q4 		$299K Sell
11,756
-626
-5% -$16.2K ﹤0.01% 2528
2021
Q3 		$318K Buy
+12,382
New +$325K ﹤0.01% 2411

Other funds holding AGOX

BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors's AGOX Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Adaptive Alpha Opportunities ETF (AGOX) in Q3 2025, closing a stake of 13,361 shares — an estimated $395K sold.

Cambridge Investment Research Advisors first reported a position in AGOX in Q3 2021 and held it in 14 quarters. The position peaked at $901K in Q3 2022. 49 funds tracked by Wall St. Rank hold AGOX as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining Adaptive Alpha Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 13,361 Adaptive Alpha Opportunities ETF shares in Q3 2025, an estimated $395K.
  • Cambridge Investment Research Advisors first reported a position in Adaptive Alpha Opportunities ETF in Q3 2021 and held it in 14 quarters.
  • Cambridge Investment Research Advisors's Adaptive Alpha Opportunities ETF position peaked at $901K in Q3 2022.
  • 49 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.