Partners Wealth Management
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Partners Wealth Management’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Partners Wealth Management’s Portfolio AGOX Stock Details AGOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$31.9M Buy
956,775
+735,566
+333% +$24.8M 3.32% 6
2026
Q2 		$7.67M Buy
221,209
+9,033
+4% +$297K 7.52% 1
2026
Q1 		$5.65M Sell
212,176
-19,494
-8% -$563K 5.82% 3
2025
Q4 		$6.62M Buy
231,670
+3,514
+2% +$106K 6.91% 2
2025
Q3 		$7M Buy
228,156
+45,034
+25% +$1.34M 6.91% 1
2025
Q2 		$4.46M Hold
183,122
– – 5.08% 3
2025
Q1 		$4.48M Buy
183,122
+3,234
+2% +$87.4K 5.08% 2
2024
Q4 		$4.89M Buy
+179,888
New +$5.21M 5.56% 2

Other funds holding AGOX

Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Octavia Wealth Advisors
Octavia Wealth Advisors Cincinnati, Ohio $1.25B AUM 17.47% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Partners Wealth Management's AGOX Position: Q3 2026 in Review

Partners Wealth Management increased its Adaptive Alpha Opportunities ETF (AGOX) stake by 333% in Q3 2026, buying an estimated $24.8M and bringing the position to 956,775 shares worth $31.9M. The position accounts for 3.32% of the portfolio, ranked #6.

Partners Wealth Management first reported a position in AGOX in Q4 2024 and has held it in 8 quarters since. 38 funds tracked by Wall St. Rank hold AGOX as of Q3 2026.

  • Partners Wealth Management held 956,775 shares of Adaptive Alpha Opportunities ETF worth $31.9M as of Q3 2026.
  • Partners Wealth Management bought 735,566 Adaptive Alpha Opportunities ETF shares in Q3 2026, an estimated $24.8M.
  • Adaptive Alpha Opportunities ETF made up 3.32% of Partners Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Partners Wealth Management first reported a position in Adaptive Alpha Opportunities ETF in Q4 2024 and has held it in 8 quarters since.
  • 38 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.