WealthPlan Investment Management’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.6M | Buy |
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|
2025
Q2 | $11.4M | Buy |
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|
2025
Q1 | $6.06M | Buy |
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|
2024
Q4 | $6.37M | Buy |
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|
2024
Q3 | $6.34M | Buy |
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|
2024
Q2 | $5.66M | Buy |
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|
2024
Q1 | $5.14M | Buy |
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|
2023
Q4 | $4.35M | Sell |
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|
2023
Q3 | $4.18M | Buy |
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|
2023
Q2 | $2.95M | Sell |
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|
2023
Q1 | $4.45M | Sell |
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|
2022
Q4 | $14.4M | Sell |
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|
2022
Q3 | $14.2M | Buy |
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|
2022
Q1 | $19.9M | Buy |
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