OneDigital Investment Advisors’s Pabrai Wagons ETF WAGN Stock Holding History

OneDigital Investment Advisors’s Portfolio WAGN Stock Details WAGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$231K	Buy	+16,400	New	+$233K	﹤0.01%	1331

Other funds holding WAGN

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

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

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

GJIA

Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return

OneDigital Investment Advisors's WAGN Position: Q1 2026 in Review

OneDigital Investment Advisors opened a new position in Pabrai Wagons ETF (WAGN) in Q1 2026: 16,400 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1331 among its holdings.

13 funds tracked by Wall St. Rank hold WAGN as of Q1 2026.

OneDigital Investment Advisors held 16,400 shares of Pabrai Wagons ETF worth $231K as of Q1 2026.
Pabrai Wagons ETF was a new OneDigital Investment Advisors position in Q1 2026.
Pabrai Wagons ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1331 holding.
13 funds tracked by Wall St. Rank held Pabrai Wagons ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.