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

SOA Wealth Advisors’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 Q2	$18K	Buy	364 +2	+0.6%	+$94	﹤0.01%	535
2026 Q1	$14.7K	Buy	362 +1	+0.3%	+$42	﹤0.01%	537
2025 Q4	$13.8K	Buy	361 +2	+0.6%	+$76	﹤0.01%	552
2025 Q3	$13.3K	Buy	359 +3	+0.8%	+$105	﹤0.01%	574
2025 Q2	$11.8K	Buy	356 +2	+0.6%	+$61	﹤0.01%	578
2025 Q1	$10.3K	Buy	+354	New	+$10.5K	﹤0.01%	556

Other funds holding AGEM

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

Q1WB

Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

AWMNH

Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $319M AUM 17.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Slagle Financial Edwardsville, Illinois $334M AUM 29.08% 1-Year Est. Return

SOA Wealth Advisors's AGEM Position: Q2 2026 in Review

SOA Wealth Advisors increased its abrdn Emerging Markets Dividend Active ETF (AGEM) stake by 0.55% in Q2 2026, buying an estimated $94 and bringing the position to 364 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

SOA Wealth Advisors first reported a position in AGEM in Q1 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold AGEM as of Q2 2026.

SOA Wealth Advisors held 364 shares of abrdn Emerging Markets Dividend Active ETF worth $18K as of Q2 2026.
SOA Wealth Advisors bought 2 abrdn Emerging Markets Dividend Active ETF shares in Q2 2026, an estimated $94.
abrdn Emerging Markets Dividend Active ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #535 holding.
SOA Wealth Advisors first reported a position in abrdn Emerging Markets Dividend Active ETF in Q1 2025 and has held it in 6 quarters since.
22 funds tracked by Wall St. Rank held abrdn Emerging Markets Dividend Active ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.