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Not Investment Advice

AGOX

Adaptive ETFs - Adaptive Alpha Opportunities ETF
1W: -0.2% 1M: +6.5% 3M: +13.0% YTD: +16.1% 1Y: +20.0% 3Y: +67.8% 5Y: +56.2%
$33.58
+0.05 (+0.15%)
After Hours: $33.73 (+0.16, +0.46%)
Weekly Expected Move ±3.5%
$32 $33 $34 $35 $37
ETF AMEX · AUM $363.6M
Key Statistics
AUM$364M
Holdings314
Top 10 Wt63.3%
Volume76,395
Avg Volume93,506
Beta1.45
Portfolio Fundamentals
P/E63.7
P/B51.8
Div Yield-0.16%
ROE106.8%
% Profitable2%
Inception2021-05-10
Sector Allocation
Financial Services 67.5%
Industrials 1.5%
Technology 0.6%
Other -296.5%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Technology Select Sector SPDR Fund XLK 13.88% $53.7M 304,732
2 VanEck Vectors Semiconductor ETF SMH 9.30% $36.0M 64,686
3 Health Care Select Sector SPDR Fund XLV 7.17% $27.8M 191,253
4 Invesco QQQ Trust Series 1 QQQ 6.88% $26.6M 37,534
5 SPDR S&P 500 ETF Trust SPY 6.05% $23.4M 31,666
6 COMMUNICAT SVS SLCT SEC SPDR ETF XLC 4.68% $18.1M 155,845
7 Vanguard FTSE Emerging Markets ETF VWO 4.53% $17.5M 299,737
8 QQQ 260618C00660000 3317010C 4.22% $16.3M 2,938
9 QQQ 260821C00635000 6A5Z6A1C 3.45% $13.3M 1,500
10 WDC 270115C00270000 504A6B19 3.14% $12.1M 500

Recent Holding Changes

Date Holding Change Details
2026-05-18 EFV Changed 101420 → 101509
2026-05-18 68A6560F Changed 1500 → 1000
2026-05-18 XLF Changed 25437 → 25459
2026-05-18 6C2Z630A Changed 1000 → 500
2026-05-18 78B5781B Changed 200 → 150

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms