MML Investors Services
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MML Investors Services’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

MML Investors Services’s Portfolio AGOX Stock Details AGOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-58,158
Closed -$1.42M – 2803
2025
Q1 		$1.42M Buy
58,158
+2,717
+5% +$73.5K ﹤0.01% 1362
2024
Q4 		$1.51M Buy
55,441
+4,197
+8% +$122K 0.01% 1276
2024
Q3 		$1.48M Buy
51,244
+3,306
+7% +$93.4K 0.01% 1265
2024
Q2 		$1.34M Buy
47,938
+15,961
+50% +$414K 0.01% 1252
2024
Q1 		$820K Buy
+31,977
New +$793K ﹤0.01% 1521
2023
Q4 		– Sell
-61,810
Closed -$1.4M – 2440
2023
Q3 		$1.4M Sell
61,810
-80,508
-57% -$1.89M 0.01% 1056
2023
Q2 		$3.33M Buy
142,318
+11,770
+9% +$261K 0.02% 687
2023
Q1 		$2.85M Sell
130,548
-2,464
-2% -$53.1K 0.02% 651
2022
Q4 		$2.73M Buy
133,012
+18,637
+16% +$384K 0.02% 704
2022
Q3 		$2.19M Buy
114,375
+21,280
+23% +$448K 0.02% 725
2022
Q2 		$1.88M Buy
93,095
+2,370
+3% +$52K 0.01% 775
2022
Q1 		$2.17M Buy
90,725
+7,800
+9% +$187K 0.02% 755
2021
Q4 		$2.11M Buy
82,925
+58,287
+237% +$1.51M 0.02% 741
2021
Q3 		$634K Buy
24,638
+11,241
+84% +$295K 0.01% 1236
2021
Q2 		$351K Buy
+13,397
New +$344K ﹤0.01% 1517

Other funds holding AGOX

AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

MML Investors Services's AGOX Position: Q2 2025 in Review

MML Investors Services sold out of Adaptive Alpha Opportunities ETF (AGOX) in Q2 2025, closing a stake of 58,158 shares — an estimated $1.42M sold.

MML Investors Services first reported a position in AGOX in Q2 2021 and held it in 15 quarters. The position peaked at $3.33M in Q2 2023. 44 funds tracked by Wall St. Rank hold AGOX as of Q2 2025.

  • MML Investors Services reported no remaining Adaptive Alpha Opportunities ETF position as of Q2 2025 after selling out during the quarter.
  • MML Investors Services sold 58,158 Adaptive Alpha Opportunities ETF shares in Q2 2025, an estimated $1.42M.
  • MML Investors Services first reported a position in Adaptive Alpha Opportunities ETF in Q2 2021 and held it in 15 quarters.
  • MML Investors Services's Adaptive Alpha Opportunities ETF position peaked at $3.33M in Q2 2023.
  • 44 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q2 2025.

Based on MML Investors Services's 13F filing for Q2 2025, filed 14 Aug 2025.