Cetera Investment Advisers
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Cetera Investment Advisers’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Cetera Investment Advisers’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
2026
Q2 		$14.8M Sell
427,633
-10,522
-2% -$346K 0.01% 916
2026
Q1 		$11.7M Sell
438,155
-5,148
-1% -$149K 0.01% 978
2025
Q4 		$12.7M Buy
443,303
+3,227
+0.7% +$97.5K 0.01% 891
2025
Q3 		$13.5M Buy
440,076
+85,813
+24% +$2.56M 0.02% 832
2025
Q2 		$10.5M Sell
354,263
-99,706
-22% -$2.68M 0.02% 803
2025
Q1 		$11.1M Buy
453,969
+11,101
+3% +$300K 0.02% 715
2024
Q4 		$12M Buy
442,868
+19,481
+5% +$565K 0.03% 635
2024
Q3 		$12.2M Buy
423,387
+5,505
+1% +$156K 0.03% 610
2024
Q2 		$11.6M Buy
417,882
+30,316
+8% +$787K 0.03% 605
2024
Q1 		$9.93M Buy
+387,566
New +$9.62M 0.02% 675

Other funds holding AGOX

BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return

Cetera Investment Advisers's AGOX Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Adaptive Alpha Opportunities ETF (AGOX) stake by 2.4% in Q2 2026, selling an estimated $346K and leaving 427,633 shares worth $14.8M. The position accounts for 0.01% of the portfolio, ranked #916.

Cetera Investment Advisers first reported a position in AGOX in Q1 2024 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold AGOX as of Q2 2026.

  • Cetera Investment Advisers held 427,633 shares of Adaptive Alpha Opportunities ETF worth $14.8M as of Q2 2026.
  • Cetera Investment Advisers sold 10,522 Adaptive Alpha Opportunities ETF shares in Q2 2026, an estimated $346K.
  • Adaptive Alpha Opportunities ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #916 holding.
  • Cetera Investment Advisers first reported a position in Adaptive Alpha Opportunities ETF in Q1 2024 and has held it in 10 quarters since.
  • 49 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.