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Indiana Trust & Investment Management’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Indiana Trust & Investment Management’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 		– Sell
-724
Closed -$19.3K – 474
2026
Q1 		$19.3K Buy
+724
New +$20.9K 0.01% 365

Other funds holding AGOX

BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Indiana Trust & Investment Management's AGOX Position: Q2 2026 in Review

Indiana Trust & Investment Management sold out of Adaptive Alpha Opportunities ETF (AGOX) in Q2 2026, closing a stake of 724 shares — an estimated $19.3K sold.

Indiana Trust & Investment Management first reported a position in AGOX in Q1 2026 and held it in 1 quarter. The position peaked at $19.3K in Q1 2026. 16 funds tracked by Wall St. Rank hold AGOX as of Q2 2026.

  • Indiana Trust & Investment Management reported no remaining Adaptive Alpha Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 724 Adaptive Alpha Opportunities ETF shares in Q2 2026, an estimated $19.3K.
  • Indiana Trust & Investment Management first reported a position in Adaptive Alpha Opportunities ETF in Q1 2026 and held it in 1 quarter.
  • Indiana Trust & Investment Management's Adaptive Alpha Opportunities ETF position peaked at $19.3K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.