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EPG Wealth Management’s Global X Aging Population ETF AGNG Stock Holding History

EPG Wealth Management’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
2025
Q2 		– Sell
-11,835
Closed -$370K – 314
2025
Q1 		$370K Buy
11,835
+49
+0.4% +$1.54K 0.1% 179
2024
Q4 		$356K Sell
11,786
-500
-4% -$15.9K 0.09% 180
2024
Q3 		$403K Buy
+12,286
New +$391K 0.1% 176
2024
Q2 		– Sell
-12,249
Closed -$362K – 191
2024
Q1 		$369K Hold
12,249
– – 0.09% 198
2023
Q4 		$348K Buy
12,249
+45
+0.4% +$1.19K 0.09% 192
2023
Q3 		$317K Buy
12,204
+59
+0.5% +$1.61K 0.1% 185
2023
Q2 		$338K Sell
12,145
-3
-0% -$84 0.1% 178
2023
Q1 		$325K Buy
12,148
+9
+0.1% +$239 0.1% 178
2022
Q4 		$318K Sell
12,139
-465
-4% -$11.8K 0.12% 155
2022
Q3 		$296K Buy
12,604
+45
+0.4% +$1.14K 0.12% 154
2022
Q2 		$318K Sell
12,559
-500
-4% -$13.2K 0.14% 153
2022
Q1 		$374K Sell
13,059
-1,181
-8% -$32.1K 0.13% 147
2021
Q4 		$410K Hold
14,240
– – 0.14% 132
2021
Q3 		$415K Buy
14,240
+1,412
+11% +$43K 0.17% 125
2021
Q2 		$392K Buy
12,828
+2,999
+31% +$87.7K 0.17% 125
2021
Q1 		$273K Sell
9,829
-164
-2% -$4.64K 0.13% 147
2020
Q4 		$279K Hold
9,993
– – 0.17% 116
2020
Q3 		$257K Sell
9,993
-6,143
-38% -$156K 0.19% 103
2020
Q2 		$395K Buy
16,136
+85
+0.5% +$1.96K 0.28% 86
2020
Q1 		$323K Buy
16,051
+15,545
+3,072% +$352K 0.24% 83
2019
Q4 		$12K Buy
+506
New +$11.5K 0.01% 407

Other funds holding AGNG

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

EPG Wealth Management's AGNG Position: Q2 2025 in Review

EPG Wealth Management sold out of Global X Aging Population ETF (AGNG) in Q2 2025, closing a stake of 11,835 shares — an estimated $370K sold.

EPG Wealth Management first reported a position in AGNG in Q4 2019 and held it in 21 quarters. The position peaked at $415K in Q3 2021. 28 funds tracked by Wall St. Rank hold AGNG as of Q2 2025.

  • EPG Wealth Management reported no remaining Global X Aging Population ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 11,835 Global X Aging Population ETF shares in Q2 2025, an estimated $370K.
  • EPG Wealth Management first reported a position in Global X Aging Population ETF in Q4 2019 and held it in 21 quarters.
  • EPG Wealth Management's Global X Aging Population ETF position peaked at $415K in Q3 2021.
  • 28 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.