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Pallas Capital Advisors’s Global X Aging Population ETF AGNG Stock Holding History

Pallas Capital Advisors’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
2024
Q3 		– Sell
-7,656
Closed -$235K – 600
2024
Q2 		$235K Buy
7,656
+299
+4% +$8.84K 0.01% 462
2024
Q1 		$222K Buy
+7,357
New +$214K 0.01% 402

Other funds holding AGNG

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
OIM
Oder Investment Management Woodland Hills, California $130M AUM 25.54% 1-Year Est. Return

Pallas Capital Advisors's AGNG Position: Q3 2024 in Review

Pallas Capital Advisors sold out of Global X Aging Population ETF (AGNG) in Q3 2024, closing a stake of 7,656 shares — an estimated $235K sold.

Pallas Capital Advisors first reported a position in AGNG in Q1 2024 and held it in 2 quarters. The position peaked at $235K in Q2 2024. 30 funds tracked by Wall St. Rank hold AGNG as of Q3 2024.

  • Pallas Capital Advisors reported no remaining Global X Aging Population ETF position as of Q3 2024 after selling out during the quarter.
  • Pallas Capital Advisors sold 7,656 Global X Aging Population ETF shares in Q3 2024, an estimated $235K.
  • Pallas Capital Advisors first reported a position in Global X Aging Population ETF in Q1 2024 and held it in 2 quarters.
  • Pallas Capital Advisors's Global X Aging Population ETF position peaked at $235K in Q2 2024.
  • 30 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q3 2024.

Based on Pallas Capital Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.