Adaptive Growth Opportunities ETF (AGOX) Institutional Ownership → The Hard Truth About Investing For Retirement (From Insiders Exposed) (Ad) Free AGOX Stock Alerts $25.04 +0.45 (+1.83%) (As of 04/26/2024 ET) Add Compare Share Share OwnershipStock AnalysisChartHeadlinesHoldingsOwnershipRatingsStock AnalysisChartHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Adaptive Growth Opportunities ETF (NYSEARCA:AGOX)Number ofInstitutional Buyers(last 12 months)1TotalInstitutional Inflows(last 12 months)$1.85MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$17.79M Get AGOX Insider Trade Alerts Want to know when executives and insiders are buying or selling Adaptive Growth Opportunities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Adaptive Growth Opportunities ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails10/17/2023 Newbridge Financial Services Group Inc.55,802$1.27M0.6%-7.3%0.615% 7/31/2023WealthPLAN Partners LLC286,696$6.72M1.0%-31.6%3.292% 7/25/2023WealthPlan Investment Management LLC283,330$7.10M1.8%+38.6%3.253% 5/10/2023WealthPLAN Partners LLC419,248$9.14M1.0%-35.2%4.813% 5/8/2023WealthPlan Investment Management LLC204,394$4.45M0.8%-68.4%2.347% 3/6/2023OLD Mission Capital LLC6,248$128K0.0%-91.9%0.076% Get the Latest News and Ratings for AGOX and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Adaptive Growth Opportunities ETF and its competitors with MarketBeat's FREE daily newsletter. 2/9/2023EverSource Wealth Advisors LLC4,076$84K0.0%N/A0.050% 11/14/2022OLD Mission Capital LLC76,745$1.47M0.0%N/A0.997% 10/5/2022Savior LLC2,598$50K0.0%-25.2%0.031% 8/13/2022NewEdge Advisors LLC56,896$1.15M0.0%N/A0.623% 8/1/2022 Lindbrook Capital LLC1,300$26K0.0%-60.0%0.014% 7/21/2022Savior LLC3,473$70K0.1%-99.1%0.037% 4/21/2022Harvest Group Wealth Management LLC1,033$25K0.0%-99.1%0.010% 4/12/2022Savior LLC395,283$9.59M7.1%-16.0%3.936% 2/3/2022Savior LLC470,628$11.93M0.4%+29.5%4.815% 2/2/2022Sigma Planning Corp7,879$200K0.0%N/A0.081% 1/21/2022Harvest Group Wealth Management LLC115,095$2.93M1.6%+13.1%1.216% 1/18/2022 Lindbrook Capital LLC3,250$83K0.0%N/A0.034% 11/3/2021Harvest Group Wealth Management LLC101,719$2.62M1.5%+7.0%1.274% 10/29/2021GWM Advisors LLC92,759$2.39M0.1%+54.9%1.177% 10/19/2021Arkadios Wealth Advisors5,741$147K0.0%N/A0.075% 10/5/2021Savior LLC363,432$9.35M9.6%N/A4.767% 9/7/2021 Newbridge Financial Services Group Inc.83,683$2.19M1.3%N/A1.152% 8/2/2021Harvest Group Wealth Management LLC95,102$2.49M1.5%N/A1.526% 7/31/2021Nelson Van Denburg & Campbell Wealth Management Group LLC22,560$591K0.1%N/A0.362% 7/31/2021GWM Advisors LLC59,891$1.57M0.0%N/A0.961% (Data available from 1/1/2016 forward) AGOX Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AGOX shares? During the previous two years, the following institutional investors and hedge funds held shares of Adaptive Growth Opportunities ETF shares: WealthPlan Investment Management LLC ($7.10M), WealthPLAN Partners LLC ($6.72M), Newbridge Financial Services Group Inc. ($1.27M), NewEdge Advisors LLC ($1.15M), OLD Mission Capital LLC ($128K), EverSource Wealth Advisors LLC ($84K), and Savior LLC ($50K).Learn more on AGOX's institutional investors. Which institutional investors have been buying Adaptive Growth Opportunities ETF stock? The following institutional investors have purchased Adaptive Growth Opportunities ETF stock in the last 24 months: WealthPlan Investment Management LLC ($78.94K), OLD Mission Capital LLC ($76.75K), NewEdge Advisors LLC ($56.90K), and EverSource Wealth Advisors LLC ($4.08K). How much institutional buying is happening at Adaptive Growth Opportunities ETF? Institutional investors have bought a total of 216,653 shares in the last 24 months. This purchase volume represents approximately $4.55M in transactions. Which Adaptive Growth Opportunities ETF major shareholders have been selling company stock? The following institutional investors have sold Adaptive Growth Opportunities ETF stock in the last 24 months: WealthPlan Investment Management LLC ($442.06K), Savior LLC ($392.69K), WealthPLAN Partners LLC ($359.86K), OLD Mission Capital LLC ($70.50K), Newbridge Financial Services Group Inc. ($4.37K), and Lindbrook Capital LLC ($1.95K). How much institutional selling is happening at Adaptive Growth Opportunities ETF? Institutional investors have sold a total of 1,271,423 shares in the last 24 months. This volume of shares sold represents approximately $27.18M in transactions. Related Companies: Cabana Target Drawdown 10 ETF Institutional Ownership SPDR SSgA Global Allocation ETF Institutional Ownership AAM Low Duration Preferred and Income Securities ETF Institutional Ownership KFA Mount Lucas Managed Futures Index Strategy ETF Institutional Ownership Cabana Target Leading Sector Moderate ETF Institutional Ownership Franklin Systematic Style Premia ETF Institutional Ownership WisdomTree International Efficient Core Fund Institutional Ownership Principal Active High Yield ETF Institutional Ownership Amplify BlackSwan Growth & Treasury Core ETF Institutional Ownership Alpha Architect Gadsden Dynamic Multi-Asset ETF Institutional Ownership This page (NYSEARCA:AGOX) was last updated on 4/28/2024 by MarketBeat.com Staff From Our PartnersConflict In Israel Sends Gold Soaring ???? 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