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IFP Advisors’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

IFP 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
2022
Q1 		– Sell
-254
Closed -$6K – 4542
2021
Q4 		$6K Hold
254
– – ﹤0.01% 2397
2021
Q3 		$7K Hold
254
– – ﹤0.01% 2400
2021
Q2 		$7K Buy
+254
New +$6.51K ﹤0.01% 2328

Other funds holding AGOX

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 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
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

IFP Advisors's AGOX Position: Q1 2022 in Review

IFP Advisors sold out of Adaptive Alpha Opportunities ETF (AGOX) in Q1 2022, closing a stake of 254 shares — an estimated $6K sold.

IFP Advisors first reported a position in AGOX in Q2 2021 and held it in 3 quarters. The position peaked at $7K in Q3 2021. 38 funds tracked by Wall St. Rank hold AGOX as of Q1 2022.

  • IFP Advisors reported no remaining Adaptive Alpha Opportunities ETF position as of Q1 2022 after selling out during the quarter.
  • IFP Advisors sold 254 Adaptive Alpha Opportunities ETF shares in Q1 2022, an estimated $6K.
  • IFP Advisors first reported a position in Adaptive Alpha Opportunities ETF in Q2 2021 and held it in 3 quarters.
  • IFP Advisors's Adaptive Alpha Opportunities ETF position peaked at $7K in Q3 2021.
  • 38 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.