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WealthPLAN Partners, LLC

Position in AGOX — Adaptive Alpha Opportunities ETF

CIK 1639943 OMAHA, NE

Position in AGOX

as of Mar 31, 2026 · filed Apr 29, 2026
Position Value
$3,556,937
-$1,418,643 QoQ
Shares Held
133,619
-23.3% QoQ
Ownership
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2021
18 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
18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,556,937 133,619
2025-12-31 $4,975,580 174,215
2025-09-30 $5,675,015 184,878
2025-06-30 $5,422,552 183,312
2025-03-31 $7,568,165 309,334
2024-12-31 $8,103,784 298,394
2024-09-30 $9,430,285 326,839
2024-06-30 $9,278,664 332,843
2024-03-31 $8,672,525 338,374
2023-12-31 $9,133,578 375,296
2023-09-30 $8,582,621 378,556
2023-06-30 $6,717,287 286,696
2023-03-31 $9,136,252 419,248
2022-12-31 $13,250,600 646,560
2022-03-31 $21,741,876 911,227
2021-12-31 $25,130,059 988,594
2021-09-30 $23,005,022 894,441
2021-06-30 $17,886,061 682,622