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Foundations Investment Advisors’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Foundations Investment 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
Q2 		– Sell
-27,031
Closed -$720K – 1208
2026
Q1 		$720K Sell
27,031
-16,668
-38% -$481K 0.01% 613
2025
Q4 		$1.25M Buy
43,699
+16,962
+63% +$513K 0.02% 448
2025
Q3 		$821K Buy
+26,737
New +$798K 0.01% 516

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Foundations Investment Advisors's AGOX Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Adaptive Alpha Opportunities ETF (AGOX) in Q2 2026, closing a stake of 27,031 shares — an estimated $720K sold.

Foundations Investment Advisors first reported a position in AGOX in Q3 2025 and held it in 3 quarters. The position peaked at $1.25M in Q4 2025. 49 funds tracked by Wall St. Rank hold AGOX as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Adaptive Alpha Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 27,031 Adaptive Alpha Opportunities ETF shares in Q2 2026, an estimated $720K.
  • Foundations Investment Advisors first reported a position in Adaptive Alpha Opportunities ETF in Q3 2025 and held it in 3 quarters.
  • Foundations Investment Advisors's Adaptive Alpha Opportunities ETF position peaked at $1.25M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.