LIA
AGEM

LifePlan Investment Advisors’s abrdn Emerging Markets Dividend Active ETF AGEM Stock Holding History

LifePlan Investment Advisors’s Portfolio AGEM Stock Details AGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.29M Sell
31,845
-31,941
-50% -$1.34M 0.51% 54
2025
Q4 		$2.45M Buy
+63,786
New +$2.41M 1% 38

Other funds holding AGEM

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LifePlan Investment Advisors's AGEM Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its abrdn Emerging Markets Dividend Active ETF (AGEM) stake by 50% in Q1 2026, selling an estimated $1.34M and leaving 31,845 shares worth $1.29M. The position accounts for 0.51% of the portfolio, ranked #54.

LifePlan Investment Advisors first reported a position in AGEM in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.45M in Q4 2025. 44 funds tracked by Wall St. Rank hold AGEM as of Q1 2026.

  • LifePlan Investment Advisors held 31,845 shares of abrdn Emerging Markets Dividend Active ETF worth $1.29M as of Q1 2026.
  • LifePlan Investment Advisors sold 31,941 abrdn Emerging Markets Dividend Active ETF shares in Q1 2026, an estimated $1.34M.
  • abrdn Emerging Markets Dividend Active ETF made up 0.51% of LifePlan Investment Advisors's portfolio in Q1 2026, its #54 holding.
  • LifePlan Investment Advisors first reported a position in abrdn Emerging Markets Dividend Active ETF in Q4 2025 and has held it in 2 quarters since.
  • LifePlan Investment Advisors's abrdn Emerging Markets Dividend Active ETF position peaked at $2.45M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held abrdn Emerging Markets Dividend Active ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.