CIA
AGEM

Cape Investment Advisory’s abrdn Emerging Markets Dividend Active ETF AGEM Stock Holding History

Cape Investment Advisory’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 		$4.94K Buy
+100
New +$4.7K ﹤0.01% 1033

Other funds holding AGEM

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
AWMNH
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $319M AUM 17.85% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFS
Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Cape Investment Advisory's AGEM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in abrdn Emerging Markets Dividend Active ETF (AGEM) in Q2 2026: 100 shares worth $4.94K. The stake represents ﹤0.01% of the portfolio and ranks #1033 among its holdings.

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

  • Cape Investment Advisory held 100 shares of abrdn Emerging Markets Dividend Active ETF worth $4.94K as of Q2 2026.
  • abrdn Emerging Markets Dividend Active ETF was a new Cape Investment Advisory position in Q2 2026.
  • abrdn Emerging Markets Dividend Active ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1033 holding.
  • 14 funds tracked by Wall St. Rank held abrdn Emerging Markets Dividend Active ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.