Foundations Investment Advisors, LLC
EndowmentPosition in AGOX — Adaptive Alpha Opportunities ETF
CIK 1743404
PHOENIX, AZ
Position in AGOX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$719,565
-$528,478 QoQ
Shares Held
27,031
-38.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $719,565 | 27,031 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,248,043 | 43,699 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $820,718 | 26,737 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||