Raymond James & Associates’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Raymond James & Associates’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	$231K	Buy	+7,994	New	+$226K	﹤0.01%	3555

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

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

Raymond James & Associates opened a new position in Adaptive Alpha Opportunities ETF (AGOX) in Q3 2024: 7,994 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #3555 among its holdings.

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

Raymond James & Associates held 7,994 shares of Adaptive Alpha Opportunities ETF worth $231K as of Q3 2024.
Adaptive Alpha Opportunities ETF was a new Raymond James & Associates position in Q3 2024.
Adaptive Alpha Opportunities ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3555 holding.
45 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q3 2024.

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