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Sowell Financial Services’s Global X Aging Population ETF AGNG Stock Holding History

Sowell Financial Services’s Portfolio AGNG Stock Details AGNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-85
Closed -$2K – 566
2021
Q1 		$2K Buy
+85
New +$2.41K ﹤0.01% 2793

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LPL Financial
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VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
OIM
Oder Investment Management Woodland Hills, California $149M AUM 20.29% 1-Year Est. Return

Sowell Financial Services's AGNG Position: Q2 2021 in Review

Sowell Financial Services sold out of Global X Aging Population ETF (AGNG) in Q2 2021, closing a stake of 85 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in AGNG in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 17 funds tracked by Wall St. Rank hold AGNG as of Q2 2021.

  • Sowell Financial Services reported no remaining Global X Aging Population ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 85 Global X Aging Population ETF shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Global X Aging Population ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Global X Aging Population ETF position peaked at $2K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.