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American Portfolios Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$5.83M Buy
286,890
+52,438
+22% +$1.04M 0.25% 76
2022
Q2 		$5.11M Sell
234,452
-22,431
-9% -$452K 0.21% 96
2022
Q1 		$4.71M Sell
256,883
-6,419
-2% -$118K 0.16% 122
2021
Q4 		$4.68M Buy
263,302
+37,397
+17% +$635K 0.16% 127
2021
Q3 		$3.85M Buy
225,905
+16,993
+8% +$292K 0.14% 137
2021
Q2 		$3.53M Buy
208,912
+3,539
+2% +$59.9K 0.14% 143
2021
Q1 		$3.52M Buy
205,373
+28,187
+16% +$506K 0.15% 128
2020
Q4 		$3.38M Buy
177,186
+18,762
+12% +$392K 0.17% 115
2020
Q3 		$3.74M Buy
158,424
+11,650
+8% +$279K 0.22% 91
2020
Q2 		$3.57M Buy
146,774
+7,940
+6% +$196K 0.23% 86
2020
Q1 		$3.57M Buy
138,834
+1,369
+1% +$32.6K 0.3% 70
2019
Q4 		$3.04M Buy
137,465
+24,618
+22% +$570K 0.22% 110
2019
Q3 		$2.67M Buy
112,847
+9,523
+9% +$221K 0.22% 106
2019
Q2 		$2.27M Buy
103,324
+103,145
+57,623% +$2.25M 0.19% 117
2019
Q1 		$3.86K Hold
179
– – ﹤0.01% 2182
2018
Q4 		$3.96K Buy
+179
New +$3.81K ﹤0.01% 1951

Other funds holding BTAL

GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AFWM
AMJ Financial Wealth Management Leesburg, Virginia $424M AUM 37.24% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Portfolios Advisors's BTAL Position: Q3 2022 in Review

American Portfolios Advisors increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 22% in Q3 2022, buying an estimated $1.04M and bringing the position to 286,890 shares worth $5.83M. The position accounts for 0.25% of the portfolio, ranked #76.

American Portfolios Advisors first reported a position in BTAL in Q4 2018 and has held it in 16 quarters since. 63 funds tracked by Wall St. Rank hold BTAL as of Q3 2022.

  • American Portfolios Advisors held 286,890 shares of AGF US Market Neutral Anti-Beta Fund worth $5.83M as of Q3 2022.
  • American Portfolios Advisors bought 52,438 AGF US Market Neutral Anti-Beta Fund shares in Q3 2022, an estimated $1.04M.
  • AGF US Market Neutral Anti-Beta Fund made up 0.25% of American Portfolios Advisors's portfolio in Q3 2022, its #76 holding.
  • American Portfolios Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2018 and has held it in 16 quarters since.
  • 63 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.