Prosperity Financial Group, Inc.
Position in AGOX — Adaptive Alpha Opportunities ETF
CIK 1991334
San Ramon, CA
Position in AGOX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,093,616
-$225,598 QoQ
Shares Held
116,214
-0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGOX Over Time
Shares Held
Position Value (USD)
All Filings in AGOX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,093,616 | 116,214 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,319,214 | 116,219 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,566,169 | 116,177 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,265,624 | 110,396 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,404,885 | 98,295 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||