Financial Enhancement Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Financial Enhancement Group’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 Q1	–	Sell	-142,121	Closed	-$2.53M	–	308
2021 Q4	$2.53M	Buy	+142,121	New	+$2.41M	0.44%	40
2020 Q4	–	Sell	-24,823	Closed	-$586K	–	286
2020 Q3	$586K	Sell	24,823 -319	-1%	-$7.64K	0.14%	74
2020 Q2	$612K	Buy	+25,142	New	+$621K	0.15%	73
2020 Q1	–	Sell	-112,146	Closed	-$2.48M	–	276
2019 Q4	$2.48M	Buy	+112,146	New	+$2.6M	0.63%	36

Other funds holding BTAL

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

TWM

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

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

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

APA

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Financial Enhancement Group's BTAL Position: Q1 2022 in Review

Financial Enhancement Group sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2022, closing a stake of 142,121 shares — an estimated $2.53M sold.

Financial Enhancement Group first reported a position in BTAL in Q4 2019 and held it in 4 quarters. The position peaked at $2.53M in Q4 2021. 35 funds tracked by Wall St. Rank hold BTAL as of Q1 2022.

Financial Enhancement Group reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2022 after selling out during the quarter.
Financial Enhancement Group sold 142,121 AGF US Market Neutral Anti-Beta Fund shares in Q1 2022, an estimated $2.53M.
Financial Enhancement Group first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2019 and held it in 4 quarters.
Financial Enhancement Group's AGF US Market Neutral Anti-Beta Fund position peaked at $2.53M in Q4 2021.
35 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2022.

Based on Financial Enhancement Group's 13F filing for Q1 2022, filed 18 May 2022.