Perigon Wealth Management’s Global X Aging Population ETF AGNG Stock Holding History

Perigon Wealth Management’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
2022 Q4	–	Sell	-9,124	Closed	-$214K	–	688
2022 Q3	$214K	Hold	9,124	–	–	0.02%	523
2022 Q2	$231K	Hold	9,124	–	–	0.02%	500
2022 Q1	$261K	Buy	9,124 +609	+7%	+$16.5K	0.02%	510
2021 Q4	$245K	Sell	8,515 -52	-0.6%	-$1.51K	0.02%	505
2021 Q3	$250K	Buy	8,567 +90	+1%	+$2.74K	0.02%	454
2021 Q2	$259K	Buy	+8,477	New	+$248K	0.02%	438

Other funds holding AGNG

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

OIM

Oder Investment Management Woodland Hills, California $130M AUM 25.54% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Perigon Wealth Management's AGNG Position: Q4 2022 in Review

Perigon Wealth Management sold out of Global X Aging Population ETF (AGNG) in Q4 2022, closing a stake of 9,124 shares — an estimated $214K sold.

Perigon Wealth Management first reported a position in AGNG in Q2 2021 and held it in 6 quarters. The position peaked at $261K in Q1 2022. 21 funds tracked by Wall St. Rank hold AGNG as of Q4 2022.

Perigon Wealth Management reported no remaining Global X Aging Population ETF position as of Q4 2022 after selling out during the quarter.
Perigon Wealth Management sold 9,124 Global X Aging Population ETF shares in Q4 2022, an estimated $214K.
Perigon Wealth Management first reported a position in Global X Aging Population ETF in Q2 2021 and held it in 6 quarters.
Perigon Wealth Management's Global X Aging Population ETF position peaked at $261K in Q1 2022.
21 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q4 2022.

Based on Perigon Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.