Gallagher Benefit Services’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Gallagher Benefit Services’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
2022 Q4	$801K	Buy	+39,070	New	+$804K	0.17%	75

Other funds holding AGOX

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

OWA

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

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Gallagher Benefit Services's AGOX Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in Adaptive Alpha Opportunities ETF (AGOX) in Q4 2022: 39,070 shares worth $801K. The stake represents 0.17% of the portfolio and ranks #75 among its holdings.

38 funds tracked by Wall St. Rank hold AGOX as of Q4 2022.

Gallagher Benefit Services held 39,070 shares of Adaptive Alpha Opportunities ETF worth $801K as of Q4 2022.
Adaptive Alpha Opportunities ETF was a new Gallagher Benefit Services position in Q4 2022.
Adaptive Alpha Opportunities ETF made up 0.17% of Gallagher Benefit Services's portfolio in Q4 2022, its #75 holding.
38 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.