AGNG β€” GLOBAL X FDS

Ownership history in REDW Wealth LLC  Β·  8 quarters on record

AI Ownership Summary

REDW Wealth LLC reported GLOBAL X FDS (AGNG) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.41% in 2025 Q2. The latest visible filing shows AGNG at 0.35% 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 REDW Wealth 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 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 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.

How REDW Wealth LLC held AGNG β€” position size vs. price
% of Fund (quarterly)    AGNG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25,379 -2,900 -10.3% 0.35% $911K 2026-02-14 (Est.) $38.10
2025 Q3 REDUCED 28,279 -4,278 -13.1% 0.36% $946K 2025-10-31 $33.67
2025 Q2 UNCHANGED 32,557 β€” 0% 0.41% $1.0M 2025-08-04 $32.06
2025 Q1 ADDED 32,557 +178 +0.5% 0.38% $1.0M 2025-04-29 $30.84
2024 Q4 REDUCED 32,379 -4,435 -12.0% 0.34% $978K 2025-02-07 $31.41
2024 Q3 ADDED 36,814 +11,380 +44.7% 0.31% $1.2M 2024-10-29 $32.18
2024 Q2 ADDED 25,434 +14,530 +133.3% 0.20% $765K 2024-08-12 $30.76
2024 Q1 INITIATED 10,904 β€” β€” 0.09% $328K 2024-05-01 $28.35

FAQ About REDW Wealth 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 REDW Wealth LLC reported owning AGNG?

REDW Wealth LLC reported AGNG across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported AGNG position in REDW Wealth LLC's portfolio?

The largest reported portfolio weight for AGNG was 0.41% in 2025 Q2.

What is the latest reported AGNG position on this page?

The most recent filing on this page is 2025 Q4, when REDW Wealth LLC reported 25,379 shares, equal to 0.35% of portfolio, with an estimated market value of $911K.

What does the chart on this AGNG ownership page compare?

The chart compares REDW Wealth 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.

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