Goldstone Financial Group, LLC
Position in AGOX — Adaptive Alpha Opportunities ETF
CIK 2040021
OAKBROOK TERRACE, IL
All Filings in AGOX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,192 | 29,492 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $828,627 | 31,128 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $996,772 | 34,901 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,118,531 | 36,439 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,091,065 | 36,884 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $966,920 | 39,521 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,260,810 | 46,425 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,353,667 | 46,916 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,463,570 | 52,501 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $1,589,265 | 62,008 | Shares | Sole | 2025-01-15 | |
| 2023-12-31 | $1,507,068 | 61,925 | Shares | Sole | 2025-01-15 | |
| 2023-09-30 | $1,435,409 | 63,312 | Shares | Sole | 2025-01-15 | |
| 2023-06-30 | $1,478,479 | 63,102 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||