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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
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

BM
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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