Accel Wealth Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Accel Wealth Management’s Portfolio BTAL Stock Details BTAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,370	Closed	-$89.1K	–	253
2023 Q1	$89.1K	Hold	4,370	–	–	0.04%	357
2022 Q4	$92.7K	Hold	4,370	–	–	0.04%	250
2022 Q3	$86K	Hold	4,370	–	–	0.05%	269
2022 Q2	$92K	Hold	4,370	–	–	0.05%	248
2022 Q1	$80K	Hold	4,370	–	–	0.04%	284
2021 Q4	$78K	Buy	+4,370	New	+$74.2K	0.04%	303

Other funds holding BTAL

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Accel Wealth Management's BTAL Position: Q2 2023 in Review

Accel Wealth Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2023, closing a stake of 4,370 shares — an estimated $89.1K sold.

Accel Wealth Management first reported a position in BTAL in Q4 2021 and held it in 6 quarters. The position peaked at $92.7K in Q4 2022. 72 funds tracked by Wall St. Rank hold BTAL as of Q2 2023.

Accel Wealth Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 4,370 AGF US Market Neutral Anti-Beta Fund shares in Q2 2023, an estimated $89.1K.
Accel Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $92.7K in Q4 2022.
72 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.