Glass Jacobson Investment Advisors’s Pabrai Wagons ETF WAGN Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio WAGN Stock Details WAGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$101K	Buy	+7,162	New	+$102K	0.03%	245

Other funds holding WAGN

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Glass Jacobson Investment Advisors's WAGN Position: Q1 2026 in Review

Glass Jacobson Investment Advisors opened a new position in Pabrai Wagons ETF (WAGN) in Q1 2026: 7,162 shares worth $101K. The stake represents 0.03% of the portfolio and ranks #245 among its holdings.

13 funds tracked by Wall St. Rank hold WAGN as of Q1 2026.

Glass Jacobson Investment Advisors held 7,162 shares of Pabrai Wagons ETF worth $101K as of Q1 2026.
Pabrai Wagons ETF was a new Glass Jacobson Investment Advisors position in Q1 2026.
Pabrai Wagons ETF made up 0.03% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #245 holding.
13 funds tracked by Wall St. Rank held Pabrai Wagons ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.