Montgomery Financial Services’s abrdn Emerging Markets Dividend Active ETF AGEM Stock Holding History

Montgomery Financial Services’s Portfolio AGEM Stock Details AGEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$387K	Buy	+7,843	New	+$368K	0.34%	22

Other funds holding AGEM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Montgomery Financial Services's AGEM Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in abrdn Emerging Markets Dividend Active ETF (AGEM) in Q2 2026: 7,843 shares worth $387K. The stake represents 0.34% of the portfolio and ranks #22 among its holdings.

55 funds tracked by Wall St. Rank hold AGEM as of Q2 2026.

Montgomery Financial Services held 7,843 shares of abrdn Emerging Markets Dividend Active ETF worth $387K as of Q2 2026.
abrdn Emerging Markets Dividend Active ETF was a new Montgomery Financial Services position in Q2 2026.
abrdn Emerging Markets Dividend Active ETF made up 0.34% of Montgomery Financial Services's portfolio in Q2 2026, its #22 holding.
55 funds tracked by Wall St. Rank held abrdn Emerging Markets Dividend Active ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.