Adaptive Growth Opportunities ETF (AGOX) Institutional Ownership $29.10 -0.08 (-0.27%) (As of 02:20 PM ET) Add Compare Share Share Ownership Stock AnalysisChartHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Adaptive Growth Opportunities ETF (NYSEARCA:AGOX)Number ofInstitutional Buyers(last 12 months)1TotalInstitutional Inflows(last 12 months)$410.39KNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$25.09K 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. Email Address Skip Chart & View Institutional Buying and Selling Data AGOX Institutional Buying and Selling by Quarter Ad DarwinNew Year, New Opportunity! 2 AI Stocks Under $10 Ready to SoarAs we step into 2025, artificial intelligence (AI) stocks continue to dominate headlines, and now is the perfect moment to position yourself for the coming year’s potential. Our latest research has uncovered two must-buy AI stocks currently trading under $10/share – an affordable entry with promising growth potential. These stocks are flying under the radar, but it’s only a matter of time before they gain mainstream attention.👉 Click here to access your FREE report now! Adaptive Growth Opportunities ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/14/2024 Captrust Financial Advisors14,225$410K0.0%N/A0.141% 8/14/2024 EverSource Wealth Advisors LLC3,176$89K0.0%-22.1%0.031% 10/17/2023 Newbridge Financial Services Group Inc.55,802$1.27M0.6%-7.3%0.615% 7/31/2023 WealthPLAN Partners LLC286,696$6.72M1.0%-31.6%3.292% 7/25/2023 WealthPlan Investment Management LLC283,330$7.10M1.8%+38.6%3.253% 5/10/2023 WealthPLAN Partners LLC419,248$9.14M1.0%-35.2%4.813% 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. 5/8/2023 WealthPlan Investment Management LLC204,394$4.45M0.8%-68.4%2.347% 3/6/2023 OLD Mission Capital LLC6,248$128K0.0%-91.9%0.076% 2/9/2023 EverSource Wealth Advisors LLC4,076$84K0.0%N/A0.050% 11/14/2022 OLD Mission Capital LLC76,745$1.47M0.0%N/A0.997% 10/5/2022Savior LLC2,598$50K0.0%-25.2%0.031% 8/13/2022 NewEdge 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% 2/2/2022 Sigma 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% 10/29/2021 GWM Advisors LLC92,759$2.39M0.1%+54.9%1.177% 10/19/2021 Arkadios 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% 7/31/2021 Nelson Van Denburg & Campbell Wealth Management Group LLC22,560$591K0.1%N/A0.362% 7/31/2021 GWM 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), Captrust Financial Advisors ($410K), and OLD Mission Capital LLC ($128K), EverSource Wealth Advisors LLC ($89K).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), Captrust Financial Advisors ($14.23K), 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 97,237 shares in the last 24 months. This purchase volume represents approximately $2.34M 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), WealthPLAN Partners LLC ($359.86K), OLD Mission Capital LLC ($70.50K), Newbridge Financial Services Group Inc. ($4.37K), and EverSource Wealth Advisors LLC ($900.00). How much institutional selling is happening at Adaptive Growth Opportunities ETF? Institutional investors have sold a total of 877,688 shares in the last 24 months. This volume of shares sold represents approximately $19.26M in transactions. Related Companies WisdomTree International Efficient Core Fund Institutional Ownership KFA Mount Lucas Managed Futures Index Strategy ETF Institutional Ownership Amplify BlackSwan Growth & Treasury Core ETF Institutional Ownership Principal Active High Yield ETF Institutional Ownership SPDR SSgA Global Allocation ETF Institutional Ownership HCM Defender 500 Index ETF Institutional Ownership Franklin Systematic Style Premia ETF Institutional Ownership AAM Low Duration Preferred and Income Securities ETF Institutional Ownership Cabana Target Drawdown 10 ETF Institutional Ownership ToewsAgility Shares Managed Risk ETF Institutional Ownership This page (NYSEARCA:AGOX) was last updated on 11/21/2024 by MarketBeat.com Staff From Our PartnersThe Crypto That’s Making Wall Street SweatThe Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...Crypto 101 Media | SponsoredMissed Nvidia? Watch this ASAPThis little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...Brownstone Research | SponsoredMusk’s new company could top a trillion?The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...Paradigm Press | Sponsored24/7 Automated Profits in CryptoWhat if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...Crypto Swap Profits | SponsoredThe pin that pops the AI bubbleMy new documentary explores the background to this pattern and how and why I believe it will almost certainly ...Porter & Company | SponsoredCrypto’s next big bull run?Juan Villaverde may be America’s top crypto expert. And he says something big is coming for crypto – on Nov...Weiss Ratings | Sponsored“This Changes Everything” - Trump Hands Millions Massive IRS GiftNow it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as ...Colonial Metals | SponsoredTim Sykes’ Urgent Trade Alert: “Make this move now”WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...Timothy Sykes | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Adaptive Growth Opportunities ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Adaptive Growth Opportunities ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.