Summit Financial, LLC
Position in AGOX — Adaptive Alpha Opportunities ETF
CIK 1765536
PARSIPPANY, NJ
Position in AGOX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$249,136
+$43,847 QoQ
Shares Held
7,188
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 24 holders
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,136 | 7,188 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $205,289 | 7,188 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $236,113 | 7,692 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||