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

McClarren Financial Advisors’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
2025 Q2	–	Sell	-31	Closed	-$11K	–	85
2025 Q1	$11K	Sell	31 -337	-92%	-$10.6K	0.01%	208
2024 Q4	$11K	Buy	368 +336	+1,050%	+$10.7K	0.03%	148
2024 Q3	$12	Buy	32 +2	+7%	+$64	﹤0.01%	179
2024 Q2	$11K	Sell	30 -338	-92%	-$9.99K	0.01%	239
2024 Q1	$12K	Buy	368 +2	+0.5%	+$58	0.01%	233
2023 Q4	$10K	Hold	366	–	–	0.01%	266
2023 Q3	$9K	Buy	+366	New	+$9.98K	0.01%	256

Other funds holding AGNG

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

McClarren Financial Advisors's AGNG Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Global X Aging Population ETF (AGNG) in Q2 2025, closing a stake of 31 shares — an estimated $11K sold.

McClarren Financial Advisors first reported a position in AGNG in Q3 2023 and held it in 7 quarters. The position peaked at $12K in Q1 2024. 28 funds tracked by Wall St. Rank hold AGNG as of Q2 2025.

McClarren Financial Advisors reported no remaining Global X Aging Population ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 31 Global X Aging Population ETF shares in Q2 2025, an estimated $11K.
McClarren Financial Advisors first reported a position in Global X Aging Population ETF in Q3 2023 and held it in 7 quarters.
McClarren Financial Advisors's Global X Aging Population ETF position peaked at $12K in Q1 2024.
28 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.