WealthPlan Investment Management, LLC
Position in AGOX — Adaptive Alpha Opportunities ETF
CIK 1929986
OMAHA, NE
All Filings in AGOX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,910,564 | 184,469 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $9,874,791 | 345,756 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,593,309 | 410,259 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $11,357,447 | 383,944 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,063,041 | 247,815 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,372,461 | 234,644 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,338,628 | 219,687 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,656,270 | 202,901 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,135,636 | 200,376 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,352,890 | 178,859 | Shares | Other | 2024-01-05 | |
| 2023-09-30 | $4,177,338 | 184,251 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,946,041 | 125,738 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,454,153 | 204,394 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $13,248,469 | 646,456 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $12,978,008 | 676,537 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $21,741,875 | 911,227 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||