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

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return