Richard W. Paul & Associates’s Global X Aging Population ETF AGNG Stock Holding History

Richard W. Paul & 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
2026 Q1	$605	Hold	17	–	–	﹤0.01%	293
2025 Q4	$610	Sell	17 -24	-59%	-$843	﹤0.01%	286
2025 Q3	$1.37K	Sell	41 -42	-51%	-$1.38K	﹤0.01%	295
2025 Q2	$2.65K	Buy	83 +5	+6%	+$155	﹤0.01%	286
2025 Q1	$2.44K	Sell	78 -28	-26%	-$882	﹤0.01%	279
2024 Q4	$3.2K	Sell	106 -16	-13%	-$507	﹤0.01%	382
2024 Q3	$4.01K	Sell	122 -4	-3%	-$127	﹤0.01%	360
2024 Q2	$3.79K	Sell	126 -51	-29%	-$1.51K	﹤0.01%	359
2024 Q1	$5.34K	Sell	177 -115	-39%	-$3.35K	﹤0.01%	354
2023 Q4	$8.31K	Sell	292 -83	-22%	-$2.19K	﹤0.01%	319
2023 Q3	$9.76K	Sell	375 -19	-5%	-$518	﹤0.01%	291
2023 Q2	$10.9K	Buy	394 +2	+0.5%	+$56	﹤0.01%	309
2023 Q1	$10.5K	Sell	392 -2	-0.5%	-$53	﹤0.01%	318
2022 Q4	$10.3K	Buy	+394	New	+$10K	0.01%	319

Other funds holding AGNG

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

ACA

Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return

BFWM

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

Richard W. Paul & Associates's AGNG Position: Q1 2026 in Review

Richard W. Paul & Associates held its Global X Aging Population ETF (AGNG) position steady in Q1 2026 at 17 shares worth $605. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Richard W. Paul & Associates first reported a position in AGNG in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.9K in Q2 2023. 41 funds tracked by Wall St. Rank hold AGNG as of Q1 2026.

Richard W. Paul & Associates held 17 shares of Global X Aging Population ETF worth $605 as of Q1 2026.
Richard W. Paul & Associates left its Global X Aging Population ETF share count unchanged in Q1 2026.
Global X Aging Population ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q1 2026, its #293 holding.
Richard W. Paul & Associates first reported a position in Global X Aging Population ETF in Q4 2022 and has held it in 14 quarters since.
Richard W. Paul & Associates's Global X Aging Population ETF position peaked at $10.9K in Q2 2023.
41 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.