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

Lido 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
2026 Q2	–	Sell	-8,218	Closed	-$219K	–	2126
2026 Q1	$219K	Hold	8,218	–	–	﹤0.01%	1736
2025 Q4	$252K	Hold	8,218	–	–	﹤0.01%	1658
2025 Q3	$252K	Hold	8,218	–	–	﹤0.01%	1574
2025 Q2	$243K	Hold	8,218	–	–	﹤0.01%	1429
2025 Q1	$201K	Hold	8,218	–	–	﹤0.01%	1388
2024 Q4	$223K	Hold	8,218	–	–	﹤0.01%	1339
2024 Q3	$237K	Hold	8,218	–	–	﹤0.01%	1259
2024 Q2	$229K	Buy	+8,218	New	+$213K	﹤0.01%	1238

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

Lido Advisors's AGOX Position: Q2 2026 in Review

Lido Advisors sold out of Adaptive Alpha Opportunities ETF (AGOX) in Q2 2026, closing a stake of 8,218 shares — an estimated $219K sold.

Lido Advisors first reported a position in AGOX in Q2 2024 and held it in 8 quarters. The position peaked at $252K in Q4 2025. 49 funds tracked by Wall St. Rank hold AGOX as of Q2 2026.

Lido Advisors reported no remaining Adaptive Alpha Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Lido Advisors sold 8,218 Adaptive Alpha Opportunities ETF shares in Q2 2026, an estimated $219K.
Lido Advisors first reported a position in Adaptive Alpha Opportunities ETF in Q2 2024 and held it in 8 quarters.
Lido Advisors's Adaptive Alpha Opportunities ETF position peaked at $252K in Q4 2025.
49 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.