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

REDW Wealth’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
2026 Q3	$239K	Sell	6,516 -1,063	-14%	-$39.7K	0.09%	99
2026 Q2	$273K	Sell	7,579 -11,852	-61%	-$419K	0.1%	94
2026 Q1	$692K	Sell	19,431 -5,948	-23%	-$219K	0.28%	56
2025 Q4	$911K	Sell	25,379 -2,900	-10%	-$102K	0.35%	50
2025 Q3	$946K	Sell	28,279 -4,278	-13%	-$140K	0.36%	47
2025 Q2	$1.04M	Hold	32,557	–	–	0.41%	43
2025 Q1	$1.02M	Buy	32,557 +178	+0.5%	+$5.61K	0.38%	43
2024 Q4	$978K	Sell	32,379 -4,435	-12%	-$141K	0.34%	46
2024 Q3	$1.21M	Buy	36,814 +11,380	+45%	+$362K	0.31%	50
2024 Q2	$765K	Buy	25,434 +14,530	+133%	+$430K	0.2%	65
2024 Q1	$328K	Buy	+10,904	New	+$317K	0.09%	114

Other funds holding AGNG

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Bright Futures Wealth Management Webster, Ny 14580, New York $145M AUM 22.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Oder Investment Management Woodland Hills, California $154M AUM 15.46% 1-Year Est. Return

Connecticut Capital Management Group Milford, Connecticut $125M AUM 22.9% 1-Year Est. Return

REDW Wealth's AGNG Position: Q3 2026 in Review

REDW Wealth reduced its Global X Aging Population ETF (AGNG) stake by 14% in Q3 2026, selling an estimated $39.7K and leaving 6,516 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #99.

REDW Wealth first reported a position in AGNG in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.21M in Q3 2024. 28 funds tracked by Wall St. Rank hold AGNG as of Q3 2026.

REDW Wealth held 6,516 shares of Global X Aging Population ETF worth $239K as of Q3 2026.
REDW Wealth sold 1,063 Global X Aging Population ETF shares in Q3 2026, an estimated $39.7K.
Global X Aging Population ETF made up 0.09% of REDW Wealth's portfolio in Q3 2026, its #99 holding.
REDW Wealth first reported a position in Global X Aging Population ETF in Q1 2024 and has held it in 11 quarters since.
REDW Wealth's Global X Aging Population ETF position peaked at $1.21M in Q3 2024.
28 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q3 2026.

Based on REDW Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.