Steward Partners Investment Advisory, LLC
Position in AGOX — Adaptive Alpha Opportunities ETF
CIK 1723397
STAMFORD, CT
All Filings in AGOX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,152 | 3,582 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $91,972 | 3,455 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $157,908 | 5,529 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $123,981 | 4,039 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $213,249 | 7,209 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $162,845 | 6,656 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||