Adaptive Alpha Opportunities
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 6 superinvestors own shares of Adaptive Alpha Opportunities (AGOX), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Adaptive Alpha Opportunities (AGOX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Adaptive Alpha Opportunities (AGOX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Adaptive Alpha Opportunities (AGOX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Amanda Ross@Ameritas Advisory Services, Llc
| 1.36% | $39.126M 1.441M shares@ 27.16 avg price | Increased 2.76% |
Maxim Meyers@Octavia Wealth Advisors, Llc
| 2.67% | $21.956M 808,452 shares@ 27.16 avg price | Increased 2.56% |
Thomas J Bellaro@Park Avenue Securities Llc
| 0.03% | $1.975M 72,737 shares@ 27.16 avg price | Increased 25.76% |
Jeff Weglarz@Goldstone Financial Group, Llc
| 0.2% | $1.261M 46,425 shares@ 27.16 avg price | Decreased -1.04% |
Mark Fiskio@Empirical Asset Management, Llc
| 0.38% | $1.135M 41,786 shares@ 27.16 avg price | Increased 3.38% |
Eric Hamilton@Avior Wealth Management, Llc
| 0.03% | $679,186 25,008 shares@ 27.16 avg price | Increased 3.88% |