Goldstone Financial Group’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Goldstone Financial Group’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	$1.02M	Sell	29,492 -1,636	-5%	-$53.8K	0.09%	123
2026 Q1	$829K	Sell	31,128 -3,773	-11%	-$109K	0.09%	134
2025 Q4	$997K	Sell	34,901 -1,538	-4%	-$46.5K	0.11%	111
2025 Q3	$1.12M	Sell	36,439 -445	-1%	-$13.3K	0.13%	101
2025 Q2	$1.08M	Sell	36,884 -2,637	-7%	-$71K	0.14%	92
2025 Q1	$967K	Sell	39,521 -6,904	-15%	-$187K	0.15%	87
2024 Q4	$1.26M	Sell	46,425 -491	-1%	-$14.2K	0.2%	74
2024 Q3	$1.35M	Sell	46,916 -5,585	-11%	-$158K	0.24%	69
2024 Q2	$1.46M	Sell	52,501 -9,507	-15%	-$247K	0.29%	59
2024 Q1	$1.59M	Buy	62,008 +83	+0.1%	+$2.06K	0.36%	49
2023 Q4	$1.51M	Sell	61,925 -1,387	-2%	-$32.3K	0.39%	50
2023 Q3	$1.44M	Buy	63,312 +210	+0.3%	+$4.92K	0.43%	46
2023 Q2	$1.48M	Buy	+63,102	New	+$1.4M	0.43%	43

Other funds holding AGOX

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Goldstone Financial Group's AGOX Position: Q2 2026 in Review

Goldstone Financial Group reduced its Adaptive Alpha Opportunities ETF (AGOX) stake by 5.3% in Q2 2026, selling an estimated $53.8K and leaving 29,492 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #123.

Goldstone Financial Group first reported a position in AGOX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.59M in Q1 2024. 49 funds tracked by Wall St. Rank hold AGOX as of Q2 2026.

Goldstone Financial Group held 29,492 shares of Adaptive Alpha Opportunities ETF worth $1.02M as of Q2 2026.
Goldstone Financial Group sold 1,636 Adaptive Alpha Opportunities ETF shares in Q2 2026, an estimated $53.8K.
Adaptive Alpha Opportunities ETF made up 0.09% of Goldstone Financial Group's portfolio in Q2 2026, its #123 holding.
Goldstone Financial Group first reported a position in Adaptive Alpha Opportunities ETF in Q2 2023 and has held it in 13 quarters since.
Goldstone Financial Group's Adaptive Alpha Opportunities ETF position peaked at $1.59M in Q1 2024.
49 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.