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

Cetera 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
2023
Q1 		– Sell
-26,256
Closed -$557K – 1658
2022
Q4 		$557K Buy
26,256
+2,222
+9% +$46.1K 0.01% 922
2022
Q3 		$489K Buy
+24,034
New +$479K 0.01% 787

Other funds holding BTAL

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

Cetera Advisors's BTAL Position: Q1 2023 in Review

Cetera Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2023, closing a stake of 26,256 shares — an estimated $557K sold.

Cetera Advisors first reported a position in BTAL in Q3 2022 and held it in 2 quarters. The position peaked at $557K in Q4 2022. 89 funds tracked by Wall St. Rank hold BTAL as of Q1 2023.

  • Cetera Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2023 after selling out during the quarter.
  • Cetera Advisors sold 26,256 AGF US Market Neutral Anti-Beta Fund shares in Q1 2023, an estimated $557K.
  • Cetera Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2022 and held it in 2 quarters.
  • Cetera Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $557K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2023.

Based on Cetera Advisors's 13F filing for Q1 2023, filed 15 May 2023.