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Berman McAleer LLC

Position in AGOX — Adaptive Alpha Opportunities ETF

CIK 2094332 TIMONIUM, MD

Position in AGOX

as of Mar 31, 2026 · filed Apr 17, 2026
Position Value
$59,534,778
-$2,894,069 QoQ
Shares Held
2,236,468
+2.3% QoQ
Ownership
of shares outstanding
% of Portfolio
29.24%
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
2026-03-31 $59,534,778 2,236,468
2025-12-31 $62,428,847 2,185,884
2025-09-30 $66,760,791 2,174,902