Principal Securities’s Global X Aging Population ETF AGNG Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-932	Closed	-$31.2K	–	1390
2025 Q3	$31.2K	Sell	932 -2,457	-72%	-$80.6K	﹤0.01%	2199
2025 Q2	$108K	Sell	3,389 -17,957	-84%	-$555K	﹤0.01%	1523
2025 Q1	$644K	Buy	21,346 +1,401	+7%	+$44.1K	0.01%	689
2024 Q4	$602K	Sell	19,945 -13,759	-41%	-$436K	0.01%	705
2024 Q3	$1.11M	Sell	33,704 -1,850	-5%	-$58.9K	0.03%	497
2024 Q2	$1.07M	Sell	35,554 -197	-0.6%	-$5.83K	0.03%	465
2024 Q1	$1.08M	Sell	35,751 -3,198	-8%	-$93.1K	0.03%	436
2023 Q4	$1.11M	Buy	+38,949	New	+$1.03M	0.04%	383

Other funds holding AGNG

BFWM

Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

PFS

Paller Financial Services Centennial, Colorado $134M AUM

REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Principal Securities's AGNG Position: Q4 2025 in Review

Principal Securities sold out of Global X Aging Population ETF (AGNG) in Q4 2025, closing a stake of 932 shares — an estimated $31.2K sold.

Principal Securities first reported a position in AGNG in Q4 2023 and held it in 8 quarters. The position peaked at $1.11M in Q4 2023. 36 funds tracked by Wall St. Rank hold AGNG as of Q4 2025.

Principal Securities reported no remaining Global X Aging Population ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 932 Global X Aging Population ETF shares in Q4 2025, an estimated $31.2K.
Principal Securities first reported a position in Global X Aging Population ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's Global X Aging Population ETF position peaked at $1.11M in Q4 2023.
36 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.