Estate Planners Group’s Global X Aging Population ETF AGNG Stock Holding History

Estate Planners Group’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
2026 Q1	–	Sell	-307	Closed	-$11K	–	90
2025 Q4	$11K	Buy	+307	New	+$10.8K	﹤0.01%	271

Other funds holding AGNG

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACA

Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return

BFWM

Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

Estate Planners Group's AGNG Position: Q1 2026 in Review

Estate Planners Group sold out of Global X Aging Population ETF (AGNG) in Q1 2026, closing a stake of 307 shares — an estimated $11K sold.

Estate Planners Group first reported a position in AGNG in Q4 2025 and held it in 1 quarter. The position peaked at $11K in Q4 2025. 41 funds tracked by Wall St. Rank hold AGNG as of Q1 2026.

Estate Planners Group reported no remaining Global X Aging Population ETF position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 307 Global X Aging Population ETF shares in Q1 2026, an estimated $11K.
Estate Planners Group first reported a position in Global X Aging Population ETF in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Global X Aging Population ETF position peaked at $11K in Q4 2025.
41 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.