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Security National Bank’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Security National Bank’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
2026
Q2 		$2.36K Hold
68
– – ﹤0.01% 363
2026
Q1 		$1.81K Buy
+68
New +$1.96K ﹤0.01% 381

Other funds holding AGOX

BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Security National Bank's AGOX Position: Q2 2026 in Review

Security National Bank held its Adaptive Alpha Opportunities ETF (AGOX) position steady in Q2 2026 at 68 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Security National Bank first reported a position in AGOX in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold AGOX as of Q2 2026.

  • Security National Bank held 68 shares of Adaptive Alpha Opportunities ETF worth $2.36K as of Q2 2026.
  • Security National Bank left its Adaptive Alpha Opportunities ETF share count unchanged in Q2 2026.
  • Adaptive Alpha Opportunities ETF made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #363 holding.
  • Security National Bank first reported a position in Adaptive Alpha Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.