Dynamic Advisor Solutions’s Global X Aging Population ETF AGNG Stock Holding History

Dynamic Advisor Solutions’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
2021 Q4	–	Sell	-18,382	Closed	-$536K	–	717
2021 Q3	$536K	Sell	18,382 -3,859	-17%	-$118K	0.04%	429
2021 Q2	$679K	Sell	22,241 -15,037	-40%	-$440K	0.05%	358
2021 Q1	$1.03M	Buy	37,278 +13,279	+55%	+$376K	0.1%	239
2020 Q4	$670K	Buy	23,999 +4,413	+23%	+$117K	0.06%	305
2020 Q3	$503K	Buy	19,586 +1,105	+6%	+$28.1K	0.06%	316
2020 Q2	$452K	Buy	18,481 +1,875	+11%	+$43.3K	0.06%	295
2020 Q1	$334K	Sell	16,606 -485	-3%	-$11K	0.06%	317
2019 Q4	$403K	Buy	17,091 +375	+2%	+$8.55K	0.05%	346
2019 Q3	$355K	Sell	16,716 -519	-3%	-$11.1K	0.06%	339
2019 Q2	$367K	Buy	+17,235	New	+$359K	0.06%	321

Other funds holding AGNG

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Dynamic Advisor Solutions's AGNG Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of Global X Aging Population ETF (AGNG) in Q4 2021, closing a stake of 18,382 shares — an estimated $536K sold.

Dynamic Advisor Solutions first reported a position in AGNG in Q2 2019 and held it in 10 quarters. The position peaked at $1.03M in Q1 2021. 21 funds tracked by Wall St. Rank hold AGNG as of Q4 2021.

Dynamic Advisor Solutions reported no remaining Global X Aging Population ETF position as of Q4 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 18,382 Global X Aging Population ETF shares in Q4 2021, an estimated $536K.
Dynamic Advisor Solutions first reported a position in Global X Aging Population ETF in Q2 2019 and held it in 10 quarters.
Dynamic Advisor Solutions's Global X Aging Population ETF position peaked at $1.03M in Q1 2021.
21 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.