OIA
AGEM

Optimum Investment Advisors’s abrdn Emerging Markets Dividend Active ETF AGEM Stock Holding History

Optimum Investment Advisors’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
2025
Q3 		$9.12K Buy
246
+2
+0.8% +$70 ﹤0.01% 513
2025
Q2 		$8.06K Buy
244
+2
+0.8% +$61 ﹤0.01% 521
2025
Q1 		$7.05K Buy
+242
New +$7.16K ﹤0.01% 539

Other funds holding AGEM

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Optimum Investment Advisors's AGEM Position: Q3 2025 in Review

Optimum Investment Advisors increased its abrdn Emerging Markets Dividend Active ETF (AGEM) stake by 0.82% in Q3 2025, buying an estimated $70 and bringing the position to 246 shares worth $9.12K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Optimum Investment Advisors first reported a position in AGEM in Q1 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold AGEM as of Q3 2025.

  • Optimum Investment Advisors held 246 shares of abrdn Emerging Markets Dividend Active ETF worth $9.12K as of Q3 2025.
  • Optimum Investment Advisors bought 2 abrdn Emerging Markets Dividend Active ETF shares in Q3 2025, an estimated $70.
  • abrdn Emerging Markets Dividend Active ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #513 holding.
  • Optimum Investment Advisors first reported a position in abrdn Emerging Markets Dividend Active ETF in Q1 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held abrdn Emerging Markets Dividend Active ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.