Peterson Financial Group’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Peterson Financial Group’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
2024 Q3	$196K	Buy	+6,786	New	+$192K	0.75%	35

Other funds holding AGOX

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Peterson Financial Group's AGOX Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Adaptive Alpha Opportunities ETF (AGOX) in Q3 2024: 6,786 shares worth $196K. The stake represents 0.75% of the portfolio and ranks #35 among its holdings.

45 funds tracked by Wall St. Rank hold AGOX as of Q3 2024.

Peterson Financial Group held 6,786 shares of Adaptive Alpha Opportunities ETF worth $196K as of Q3 2024.
Adaptive Alpha Opportunities ETF was a new Peterson Financial Group position in Q3 2024.
Adaptive Alpha Opportunities ETF made up 0.75% of Peterson Financial Group's portfolio in Q3 2024, its #35 holding.
45 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.