SAM
AGNG icon

Strategic Asset Management’s Global X Aging Population ETF AGNG Stock Holding History

Strategic Asset Management’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
2022
Q3 		$12K Hold
500
– – 0.02% 334
2022
Q2 		$13K Hold
500
– – 0.02% 339
2022
Q1 		$14K Hold
500
– – 0.02% 327
2021
Q4 		$14K Hold
500
– – 0.02% 317
2021
Q3 		$14K Buy
+500
New +$15.2K 0.02% 291

Other funds holding AGNG

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Asset Management's AGNG Position: Q3 2022 in Review

Strategic Asset Management held its Global X Aging Population ETF (AGNG) position steady in Q3 2022 at 500 shares worth $12K. The position accounts for 0.02% of the portfolio, ranked #334.

Strategic Asset Management first reported a position in AGNG in Q3 2021 and has held it in 5 quarters since. The position peaked at $14K in Q1 2022. 19 funds tracked by Wall St. Rank hold AGNG as of Q3 2022.

  • Strategic Asset Management held 500 shares of Global X Aging Population ETF worth $12K as of Q3 2022.
  • Strategic Asset Management left its Global X Aging Population ETF share count unchanged in Q3 2022.
  • Global X Aging Population ETF made up 0.02% of Strategic Asset Management's portfolio in Q3 2022, its #334 holding.
  • Strategic Asset Management first reported a position in Global X Aging Population ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's Global X Aging Population ETF position peaked at $14K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.