Summit Wealth & Retirement Planning’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio AGOX Stock Details AGOX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$207K	Hold
2024 Q3	$220K	Hold
2024 Q2	$212K	Buy