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Cetera Advisor Networks’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Cetera Advisor Networks’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 		– Sell
-13,252
Closed -$289K – 2099
2022
Q2 		$289K Buy
+13,252
New +$267K ﹤0.01% 1639
2020
Q3 		– Sell
-5,786
Closed -$141K – 1450
2020
Q2 		$141K Buy
+5,786
New +$143K ﹤0.01% 1307

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

Cetera Advisor Networks's BTAL Position: Q3 2022 in Review

Cetera Advisor Networks sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2022, closing a stake of 13,252 shares — an estimated $289K sold.

Cetera Advisor Networks first reported a position in BTAL in Q2 2020 and held it in 2 quarters. The position peaked at $289K in Q2 2022. 63 funds tracked by Wall St. Rank hold BTAL as of Q3 2022.

  • Cetera Advisor Networks reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2022 after selling out during the quarter.
  • Cetera Advisor Networks sold 13,252 AGF US Market Neutral Anti-Beta Fund shares in Q3 2022, an estimated $289K.
  • Cetera Advisor Networks first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2020 and held it in 2 quarters.
  • Cetera Advisor Networks's AGF US Market Neutral Anti-Beta Fund position peaked at $289K in Q2 2022.
  • 63 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2022.

Based on Cetera Advisor Networks's 13F filing for Q3 2022, filed 14 Nov 2022.