Capital Investment Advisory Services’s Global X Aging Population ETF AGNG Stock Holding History

Capital Investment Advisory Services’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
2024 Q4	–	Sell	-88	Closed	-$2.89K	–	934
2024 Q3	$2.89K	Hold	88	–	–	﹤0.01%	926
2024 Q2	$2.65K	Hold	88	–	–	﹤0.01%	909
2024 Q1	$2.65K	Hold	88	–	–	﹤0.01%	904
2023 Q4	$2.5K	Hold	88	–	–	﹤0.01%	931
2023 Q3	$2.29K	Hold	88	–	–	﹤0.01%	899
2023 Q2	$2.45K	Hold	88	–	–	﹤0.01%	839
2023 Q1	$2.36K	Buy	+88	New	+$2.34K	﹤0.01%	829
2022 Q4	–	Sell	-88	Closed	-$2K	–	804
2022 Q3	$2K	Hold	88	–	–	﹤0.01%	768
2022 Q2	$2K	Hold	88	–	–	﹤0.01%	791
2022 Q1	$3K	Sell	88 -90	-51%	-$2.44K	﹤0.01%	800
2021 Q4	$5K	Hold	178	–	–	﹤0.01%	758
2021 Q3	$5K	Hold	178	–	–	﹤0.01%	709
2021 Q2	$5K	Hold	178	–	–	﹤0.01%	734
2021 Q1	$5K	Buy	+178	New	+$5.04K	﹤0.01%	685

Other funds holding AGNG

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

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Capital Investment Advisory Services's AGNG Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of Global X Aging Population ETF (AGNG) in Q4 2024, closing a stake of 88 shares — an estimated $2.89K sold.

Capital Investment Advisory Services first reported a position in AGNG in Q1 2021 and held it in 14 quarters. The position peaked at $5K in Q4 2021. 34 funds tracked by Wall St. Rank hold AGNG as of Q4 2024.

Capital Investment Advisory Services reported no remaining Global X Aging Population ETF position as of Q4 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 88 Global X Aging Population ETF shares in Q4 2024, an estimated $2.89K.
Capital Investment Advisory Services first reported a position in Global X Aging Population ETF in Q1 2021 and held it in 14 quarters.
Capital Investment Advisory Services's Global X Aging Population ETF position peaked at $5K in Q4 2021.
34 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.