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Raymond James & Associates’s Global X Aging Population ETF AGNG Stock Holding History

Raymond James & Associates’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 		$902K Buy
27,481
+704
+3% +$22.4K ﹤0.01% 2759
2024
Q2 		$805K Buy
26,777
+7,456
+39% +$220K ﹤0.01% 2772
2024
Q1 		$582K Buy
+19,321
New +$562K ﹤0.01% 2975

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James & Associates's AGNG Position: Q3 2024 in Review

Raymond James & Associates increased its Global X Aging Population ETF (AGNG) stake by 2.6% in Q3 2024, buying an estimated $22.4K and bringing the position to 27,481 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

Raymond James & Associates first reported a position in AGNG in Q1 2024 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold AGNG as of Q3 2024.

  • Raymond James & Associates held 27,481 shares of Global X Aging Population ETF worth $902K as of Q3 2024.
  • Raymond James & Associates bought 704 Global X Aging Population ETF shares in Q3 2024, an estimated $22.4K.
  • Global X Aging Population ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2759 holding.
  • Raymond James & Associates first reported a position in Global X Aging Population ETF in Q1 2024 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.