EverSource Wealth Advisors’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

EverSource Wealth Advisors’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 Q1	–	Sell	-3,176	Closed	-$90.7K	–	4387
2025 Q4	$90.7K	Hold	3,176	–	–	﹤0.01%	1369
2025 Q3	$97.5K	Hold	3,176	–	–	﹤0.01%	1300
2025 Q2	$93.9K	Hold	3,176	–	–	﹤0.01%	1239
2025 Q1	$77.7K	Hold	3,176	–	–	﹤0.01%	1013
2024 Q4	$86.3K	Hold	3,176	–	–	﹤0.01%	957
2024 Q3	$91.6K	Hold	3,176	–	–	0.01%	821
2024 Q2	$89.3K	Sell	3,176 -900	-22%	-$23.4K	0.01%	840
2024 Q1	$100K	Hold	4,076	–	–	0.01%	701
2023 Q4	$99.2K	Hold	4,076	–	–	0.01%	641
2023 Q3	$92.4K	Hold	4,076	–	–	0.01%	592
2023 Q2	$95.5K	Hold	4,076	–	–	0.01%	595
2023 Q1	$88.8K	Hold	4,076	–	–	0.01%	577
2022 Q4	$83.5K	Buy	+4,076	New	+$83.9K	0.01%	569

Other funds holding AGOX

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

EverSource Wealth Advisors's AGOX Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Adaptive Alpha Opportunities ETF (AGOX) in Q1 2026, closing a stake of 3,176 shares — an estimated $90.7K sold.

EverSource Wealth Advisors first reported a position in AGOX in Q4 2022 and held it in 13 quarters. The position peaked at $100K in Q1 2024. 44 funds tracked by Wall St. Rank hold AGOX as of Q1 2026.

EverSource Wealth Advisors reported no remaining Adaptive Alpha Opportunities ETF position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 3,176 Adaptive Alpha Opportunities ETF shares in Q1 2026, an estimated $90.7K.
EverSource Wealth Advisors first reported a position in Adaptive Alpha Opportunities ETF in Q4 2022 and held it in 13 quarters.
EverSource Wealth Advisors's Adaptive Alpha Opportunities ETF position peaked at $100K in Q1 2024.
44 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.