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Independent Financial Group’s Global X Aging Population ETF AGNG Stock Holding History

Independent Financial Group’s Portfolio AGNG Stock Details AGNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97M Buy
54,765
+4,886
+10% +$173K 0.04% 459
2026
Q1 		$1.78M Buy
49,879
+40,308
+421% +$1.48M 0.04% 427
2025
Q4 		$344K Buy
+9,571
New +$336K 0.01% 1085

Other funds holding AGNG

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
ACA
Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Independent Financial Group's AGNG Position: Q2 2026 in Review

Independent Financial Group increased its Global X Aging Population ETF (AGNG) stake by 9.8% in Q2 2026, buying an estimated $173K and bringing the position to 54,765 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #459.

Independent Financial Group first reported a position in AGNG in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold AGNG as of Q2 2026.

  • Independent Financial Group held 54,765 shares of Global X Aging Population ETF worth $1.97M as of Q2 2026.
  • Independent Financial Group bought 4,886 Global X Aging Population ETF shares in Q2 2026, an estimated $173K.
  • Global X Aging Population ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #459 holding.
  • Independent Financial Group first reported a position in Global X Aging Population ETF in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.