Householder Group Estate & Retirement Specialist’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$6K	Sell	340 -674	-66%	-$13K	﹤0.01%	410
2024 Q3	$19K	Sell	1,014 -243	-19%	-$4.83K	0.01%	689
2024 Q2	$24K	Sell	1,257 -39	-3%	-$740	0.01%	638
2024 Q1	$23.3K	Sell	1,296 -2,754	-68%	-$50K	0.01%	645
2023 Q4	$68K	Sell	4,050 -522	-11%	-$10.4K	0.02%	405
2023 Q3	$90.8K	Buy	+4,572	New	+$86.6K	0.03%	335
2023 Q1	$198K	Buy	+9,715	New	+$195K	0.08%	200
2022 Q4	–	Sell	-16,196	Closed	-$329K	–	425
2022 Q3	$329K	Sell	16,196 -256	-2%	-$5.1K	0.14%	145
2022 Q2	$358K	Buy	+16,452	New	+$332K	0.16%	137

Other funds holding BTAL

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

FDCDDQ

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BTAL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 66% in Q4 2024, selling an estimated $13K and leaving 340 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Householder Group Estate & Retirement Specialist first reported a position in BTAL in Q2 2022 and has held it in 9 quarters since. The position peaked at $358K in Q2 2022. 68 funds tracked by Wall St. Rank hold BTAL as of Q4 2024.

Householder Group Estate & Retirement Specialist held 340 shares of AGF US Market Neutral Anti-Beta Fund worth $6K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 674 AGF US Market Neutral Anti-Beta Fund shares in Q4 2024, an estimated $13K.
AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #410 holding.
Householder Group Estate & Retirement Specialist first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's AGF US Market Neutral Anti-Beta Fund position peaked at $358K in Q2 2022.
68 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.