Heritage Wealth Advisors
Position in AGOX — Adaptive Alpha Opportunities ETF
CIK 1591122
RICHMOND, VA
Position in AGOX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$111,466
+$81,471 QoQ
Shares Held
3,216
+162.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 24 holders
Holding Since
Mar 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,466 | 3,216 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $29,995 | 1,226 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||