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

LPL Financial’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
Q1 		$1.35M Buy
37,831
+5,129
+16% +$189K ﹤0.01% 3882
2025
Q4 		$1.17M Buy
32,702
+3,691
+13% +$130K ﹤0.01% 3907
2025
Q3 		$971K Buy
29,011
+3,265
+13% +$107K ﹤0.01% 4030
2025
Q2 		$822K Sell
25,746
-1,415
-5% -$43.7K ﹤0.01% 3927
2025
Q1 		$850K Buy
27,161
+2,879
+12% +$90.7K ﹤0.01% 3692
2024
Q4 		$733K Buy
24,282
+99
+0.4% +$3.14K ﹤0.01% 3756
2024
Q3 		$794K Buy
24,183
+2,942
+14% +$93.6K ﹤0.01% 3599
2024
Q2 		$639K Buy
21,241
+46
+0.2% +$1.36K ﹤0.01% 3652
2024
Q1 		$638K Sell
21,195
-555
-3% -$16.2K ﹤0.01% 3574
2023
Q4 		$619K Sell
21,750
-50,530
-70% -$1.33M ﹤0.01% 3494
2023
Q3 		$1.88M Sell
72,280
-5,158
-7% -$141K ﹤0.01% 2343
2023
Q2 		$2.15M Sell
77,438
-5,980
-7% -$167K ﹤0.01% 2181
2023
Q1 		$2.23M Sell
83,418
-9,007
-10% -$239K ﹤0.01% 2057
2022
Q4 		$2.42M Sell
92,425
-19,089
-17% -$485K ﹤0.01% 1933
2022
Q3 		$2.62M Buy
111,514
+3,408
+3% +$86.5K ﹤0.01% 1790
2022
Q2 		$2.73M Sell
108,106
-4,737
-4% -$125K ﹤0.01% 1782
2022
Q1 		$3.23M Sell
112,843
-9,217
-8% -$250K ﹤0.01% 1704
2021
Q4 		$3.52M Buy
122,060
+9,723
+9% +$282K ﹤0.01% 1686
2021
Q3 		$3.27M Buy
112,337
+28,667
+34% +$874K ﹤0.01% 1688
2021
Q2 		$2.56M Buy
83,670
+50,313
+151% +$1.47M ﹤0.01% 1783
2021
Q1 		$926K Buy
33,357
+2,114
+7% +$59.9K ﹤0.01% 2456
2020
Q4 		$872K Buy
31,243
+16,724
+115% +$445K ﹤0.01% 2292
2020
Q3 		$373K Buy
14,519
+4,189
+41% +$106K ﹤0.01% 2726
2020
Q2 		$253K Buy
+10,330
New +$238K ﹤0.01% 2957
2020
Q1 		– Sell
-10,189
Closed -$240K – 3209
2019
Q4 		$240K Buy
+10,189
New +$232K ﹤0.01% 2955
2019
Q2 		– Sell
-26,622
Closed -$572K – 3276
2019
Q1 		$572K Buy
26,622
+775
+3% +$16.2K ﹤0.01% 2114
2018
Q4 		$490K Buy
25,847
+1,365
+6% +$27.5K ﹤0.01% 2052
2018
Q3 		$553K Buy
+24,482
New +$531K ﹤0.01% 2154

Other funds holding AGNG

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACA
Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial's AGNG Position: Q1 2026 in Review

LPL Financial increased its Global X Aging Population ETF (AGNG) stake by 16% in Q1 2026, buying an estimated $189K and bringing the position to 37,831 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #3882.

LPL Financial first reported a position in AGNG in Q3 2018 and has held it in 28 quarters since. The position peaked at $3.52M in Q4 2021. 41 funds tracked by Wall St. Rank hold AGNG as of Q1 2026.

  • LPL Financial held 37,831 shares of Global X Aging Population ETF worth $1.35M as of Q1 2026.
  • LPL Financial bought 5,129 Global X Aging Population ETF shares in Q1 2026, an estimated $189K.
  • Global X Aging Population ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3882 holding.
  • LPL Financial first reported a position in Global X Aging Population ETF in Q3 2018 and has held it in 28 quarters since.
  • LPL Financial's Global X Aging Population ETF position peaked at $3.52M in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.