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MBE Wealth Management’s Global X Aging Population ETF AGNG Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-101
Closed -$2K – 60
2020
Q1 		$2K Buy
+101
New +$2.29K ﹤0.01% 442

Other funds holding AGNG

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MBE Wealth Management's AGNG Position: Q2 2020 in Review

MBE Wealth Management sold out of Global X Aging Population ETF (AGNG) in Q2 2020, closing a stake of 101 shares — an estimated $2K sold.

MBE Wealth Management first reported a position in AGNG in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 16 funds tracked by Wall St. Rank hold AGNG as of Q2 2020.

  • MBE Wealth Management reported no remaining Global X Aging Population ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 101 Global X Aging Population ETF shares in Q2 2020, an estimated $2K.
  • MBE Wealth Management first reported a position in Global X Aging Population ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Global X Aging Population ETF position peaked at $2K in Q1 2020.
  • 16 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.