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Money Concepts Capital’s Global X Aging Population ETF AGNG Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,421
Closed -$37.2K – 512
2022
Q4 		$37.2K Buy
+1,421
New +$36.1K ﹤0.01% 1359
2022
Q2 		– Sell
-769
Closed -$22K – 1458
2022
Q1 		$22K Buy
+769
New +$20.9K ﹤0.01% 1566

Other funds holding AGNG

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OIM
Oder Investment Management Woodland Hills, California $130M AUM 25.54% 1-Year Est. Return

Money Concepts Capital's AGNG Position: Q1 2023 in Review

Money Concepts Capital sold out of Global X Aging Population ETF (AGNG) in Q1 2023, closing a stake of 1,421 shares — an estimated $37.2K sold.

Money Concepts Capital first reported a position in AGNG in Q1 2022 and held it in 2 quarters. The position peaked at $37.2K in Q4 2022. 19 funds tracked by Wall St. Rank hold AGNG as of Q1 2023.

  • Money Concepts Capital reported no remaining Global X Aging Population ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,421 Global X Aging Population ETF shares in Q1 2023, an estimated $37.2K.
  • Money Concepts Capital first reported a position in Global X Aging Population ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Global X Aging Population ETF position peaked at $37.2K in Q4 2022.
  • 19 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.