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Win Advisors’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

Win Advisors’s Portfolio AGOX Stock Details AGOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,934
Closed -$70K – 157
2022
Q1 		$70K Buy
+2,934
New +$70.3K 0.02% 85

Other funds holding AGOX

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Win Advisors's AGOX Position: Q2 2022 in Review

Win Advisors sold out of Adaptive Alpha Opportunities ETF (AGOX) in Q2 2022, closing a stake of 2,934 shares — an estimated $70K sold.

Win Advisors first reported a position in AGOX in Q1 2022 and held it in 1 quarter. The position peaked at $70K in Q1 2022. 35 funds tracked by Wall St. Rank hold AGOX as of Q2 2022.

  • Win Advisors reported no remaining Adaptive Alpha Opportunities ETF position as of Q2 2022 after selling out during the quarter.
  • Win Advisors sold 2,934 Adaptive Alpha Opportunities ETF shares in Q2 2022, an estimated $70K.
  • Win Advisors first reported a position in Adaptive Alpha Opportunities ETF in Q1 2022 and held it in 1 quarter.
  • Win Advisors's Adaptive Alpha Opportunities ETF position peaked at $70K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q2 2022.

Based on Win Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.