Lido Advisors, LLC AGNG — GLOBAL X FDS

Ownership history in Lido Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Lido Advisors, LLC reported GLOBAL X FDS (AGNG) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows AGNG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AGNG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lido Advisors, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AGNG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AGNG stock page Lido Advisors, LLC fund profile Lido Advisors, LLC full holdings
How Lido Advisors, LLC held AGNG — position size vs. price
% of Fund (quarterly)    AGNG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 24,706 — 0% 0.00% $827K 2026-02-14 (Est.) $38.10
2025 Q3 REDUCED 6.4% +8.6% ❌ 24,706 -1,683 -6.4% 0.00% $827K 2025-11-14 $35.38
2025 Q2 REDUCED 30.7% +3.1% ❌ 26,389 -11,713 -30.7% 0.00% $846K 2025-08-13 $32.50
2025 Q1 REDUCED 8.1% +2.4% ❌ 38,102 -3,337 -8.1% 0.01% $1.2M 2025-05-15 $30.52
2024 Q4 REDUCED 11.4% +3.7% ❌ 41,439 -5,314 -11.4% 0.01% $1.3M 2025-02-14 $31.58
2024 Q3 REDUCED 12.5% -7.9% ✅ 46,753 -6,657 -12.5% 0.01% $1.5M 2024-11-14 $30.68
2024 Q2 INITIATED — — — 53,410 — — 0.01% $1.6M 2024-08-15 $31.51

🏢 Other funds also holding AGNG

As of 2026 Q1 — sorted by position size

Bright Futures Wealth Management, LLC. 1.31% Paller Financial Services Inc 0.95% Aspire Capital Advisors LLC 3Y 0.52% Connecticut Capital Management Group, LLC 0.2% NORTHBRIDGE FINANCIAL GROUP, LLC 0.1% SWEENEY & MICHEL, LLC 0.06% OPPENHEIMER & CO INC 3Y 7Y 0.01% Estate Planners Group, LLC 0.0% Stratos Wealth Partners, LTD. 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Lido Advisors, LLC and AGNG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lido Advisors, LLC reported owning AGNG?

Lido Advisors, LLC reported AGNG across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported AGNG position in Lido Advisors, LLC's portfolio?

The largest reported portfolio weight for AGNG was 0.01% in 2024 Q2.

What is the latest reported AGNG position on this page?

The most recent filing on this page is 2025 Q4, when Lido Advisors, LLC reported 24,706 shares, equal to 0.00% of portfolio, with an estimated market value of $827K.

What does the chart on this AGNG ownership page compare?

The chart compares Lido Advisors, LLC's quarterly AGNG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lido Advisors, LLC time their AGNG position?

Based on 13F filing dates vs. subsequent AGNG price moves, Lido Advisors, LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on AGNG relative to SPY over the holding period was -2.5%.

← Back to Lido Advisors, LLC Holdings