SW
AGEM

SMART Wealth’s abrdn Emerging Markets Dividend Active ETF AGEM Stock Holding History

SMART Wealth’s Portfolio AGEM Stock Details AGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$235K Buy
+5,796
New +$244K 0.07% 195

Other funds holding AGEM

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMART Wealth's AGEM Position: Q1 2026 in Review

SMART Wealth opened a new position in abrdn Emerging Markets Dividend Active ETF (AGEM) in Q1 2026: 5,796 shares worth $235K. The stake represents 0.07% of the portfolio and ranks #195 among its holdings.

44 funds tracked by Wall St. Rank hold AGEM as of Q1 2026.

  • SMART Wealth held 5,796 shares of abrdn Emerging Markets Dividend Active ETF worth $235K as of Q1 2026.
  • abrdn Emerging Markets Dividend Active ETF was a new SMART Wealth position in Q1 2026.
  • abrdn Emerging Markets Dividend Active ETF made up 0.07% of SMART Wealth's portfolio in Q1 2026, its #195 holding.
  • 44 funds tracked by Wall St. Rank held abrdn Emerging Markets Dividend Active ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.