AGOX

Adaptive ETFs$32.31-0.08 (-0.25%)
AUM $319.0MER 1.34%NAV $28.05Holdings 274

Price Chart

Key Statistics

Previous Close

$32.39

Day Range

$32.03$32.71

52-Week Range

$25.77$32.53

Avg Volume

77.2K

Dividend Yield

3.28%

Expense Ratio

1.34%

AUM

$319.0M

Shares Outstanding

9.4M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology40.53%
Industrials12.32%
Communication Services11.70%
Financial Services9.47%
Healthcare5.97%
Consumer Cyclical5.77%
Basic Materials5.25%
Consumer Defensive4.43%
Energy2.26%
Utilities1.62%
Real Estate0.67%
Cash & Others0.01%

Country Allocation

CountryWeight %
Other64.47%
United States35.53%

Fund Information

Category
Technology
Inception Date
Sep 20, 2012
Exchange
NYSE_ARCA
Description
An investor should consider the investment objectives, risks, and charges and expenses of the Adaptive Alpha Opportunities ETF (the 'Fund') carefully before investing. The Prospectus contains this and other information about the Fund.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The Adaptive ETFs - Adaptive Alpha Opportunities ETF (AGOX) is an exchange-traded fund issued by Adaptive ETFs that launched on Sep 20, 2012. It currently manages $319.0M in assets under management. The fund charges an expense ratio of 1.34%. The fund holds 274 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 43.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1CashCash / Cash Equivalents16.32%159,759,476$159.8M
2SPYSPDR S&P 500 ETF Trust7.02%-96,279$-68737429
37637600CQQQ 260618C006250004.13%-7,899$-40450779
4QQQInvesco QQQ Trust Series 13.43%50,540$33.6M
5SMHVanEck Vectors Semiconductor ETF3.35%64,686$32.8M
610177D1CQQQ 260618C006400002.01%5,000$19.7M
7KLACKLA Corporation1.92%9,736$18.8M
86617630CQQQ 260618C006350001.77%4,000$17.3M
93317010CQQQ 260618C006600001.67%6,400$16.3M
10Z287700CSPY 260618C006900001.35%-3,500$-13184500
11204A6B1FWDC 270115C004000001.12%-1,000$-11000000
126148760CQQQ 260717C006300001.07%-2,000$-10493000
13GLDSPDR Gold Shares1.04%23,549$10.2M
146387700DSPY 260618C007000001.04%3,500$10.2M
156708670CQQQ 260717C006350000.99%2,000$9.7M
Page 1 of 6

Detailed Returns

PeriodReturnETF
1D
-0.25%
1W
+2.64%
1M
+25.38%
3M
+6.18%
6M
+3.05%
YTD
+11.84%
1Y
+23.04%
3Y
+48.35%
5Y
+31.32%

Moving Averages

20-Day MA

$29.42

Above 20-Day MA
50-Day MA

$28.73

Above 50-Day MA
200-Day MA

$29.70

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$32.53

Current Price

$32.31

52-Week Low

$25.77

$25.77$32.53

Current Yield

3.28%

Annual Dividend

$2.0992

Frequency

1x/year

Last Ex-Date

Dec 18, 2025

Dividend History

Ex-DateAmountPay Date
Dec 18, 2025$0.9214Dec 19, 2025
Dec 20, 2024$1.0708Dec 23, 2024
Dec 28, 2023$0.0655Jan 2, 2024
Dec 29, 2022$0.0415Jan 3, 2023
Dec 30, 2021$0.0505Jan 3, 2022
Dec 20, 2021$0.1777Dec 22, 2021
Nov 4, 2021$1.3897Nov 8, 2021

Dividend Payments Over Time

Category Comparison

MetricAGOXTechnology(1414 ETFs)Technology(811 ETFs)
Fund Info
Expense Ratio1.34%0.67%0.89%
AUM$319.0M$6.79B$2.29B
Dividend Yield3.28%2.97%10.82%
Avg Volume77.2K575.4K1.1M
Holdings274200113
Performance
1-Month Return+21.13%+9.17%+9.82%
6-Month Return+6.06%+7.10%+2.83%
YTD Return+13.41%+7.03%+5.29%
1-Year Return+30.56%+40.63%+52.65%

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