Sigma Planning Corp
AGOX icon

Sigma Planning Corp’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Sigma Planning Corp’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
2022
Q2 		– Sell
-16,291
Closed -$389K – 1294
2022
Q1 		$389K Buy
16,291
+8,412
+107% +$202K 0.01% 946
2021
Q4 		$200K Buy
+7,879
New +$204K 0.01% 1281

Other funds holding AGOX

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Tredje AP-fonden
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Sigma Planning Corp's AGOX Position: Q2 2022 in Review

Sigma Planning Corp sold out of Adaptive Alpha Opportunities ETF (AGOX) in Q2 2022, closing a stake of 16,291 shares — an estimated $389K sold.

Sigma Planning Corp first reported a position in AGOX in Q4 2021 and held it in 2 quarters. The position peaked at $389K in Q1 2022. 35 funds tracked by Wall St. Rank hold AGOX as of Q2 2022.

  • Sigma Planning Corp reported no remaining Adaptive Alpha Opportunities ETF position as of Q2 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 16,291 Adaptive Alpha Opportunities ETF shares in Q2 2022, an estimated $389K.
  • Sigma Planning Corp first reported a position in Adaptive Alpha Opportunities ETF in Q4 2021 and held it in 2 quarters.
  • Sigma Planning Corp's Adaptive Alpha Opportunities ETF position peaked at $389K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.