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

Mackenzie 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
2024
Q1 		– Sell
-34,100
Closed -$970K – 1528
2023
Q4 		$970K Sell
34,100
-5,500
-14% -$145K ﹤0.01% 873
2023
Q3 		$1.01M Buy
+39,600
New +$1.08M ﹤0.01% 849

Other funds holding AGNG

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
OIM
Oder Investment Management Woodland Hills, California $130M AUM 25.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mackenzie Financial's AGNG Position: Q1 2024 in Review

Mackenzie Financial sold out of Global X Aging Population ETF (AGNG) in Q1 2024, closing a stake of 34,100 shares — an estimated $970K sold.

Mackenzie Financial first reported a position in AGNG in Q3 2023 and held it in 2 quarters. The position peaked at $1.01M in Q3 2023. 30 funds tracked by Wall St. Rank hold AGNG as of Q1 2024.

  • Mackenzie Financial reported no remaining Global X Aging Population ETF position as of Q1 2024 after selling out during the quarter.
  • Mackenzie Financial sold 34,100 Global X Aging Population ETF shares in Q1 2024, an estimated $970K.
  • Mackenzie Financial first reported a position in Global X Aging Population ETF in Q3 2023 and held it in 2 quarters.
  • Mackenzie Financial's Global X Aging Population ETF position peaked at $1.01M in Q3 2023.
  • 30 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q1 2024.

Based on Mackenzie Financial's 13F filing for Q1 2024, filed 10 May 2024.