Atria Investments, Inc
Position in AGOX — Adaptive Alpha Opportunities ETF
CIK 1535865
Charlotte, NC
Position in AGOX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$333,442
-$25,071 QoQ
Shares Held
12,526
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGOX Over Time
Shares Held
Position Value (USD)
All Filings in AGOX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $333,442 | 12,526 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $358,513 | 12,553 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $437,602 | 14,256 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $412,181 | 13,934 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $341,692 | 13,966 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $366,958 | 13,512 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $383,312 | 13,285 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $220,284 | 7,902 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $5,583,730 | 291,077 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $8,405,408 | 417,349 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,790,931 | 75,060 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,136,579 | 44,712 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||