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Kestra Private Wealth Services’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Kestra Private Wealth Services’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
Q1 		– Sell
-10,084
Closed -$171K – 1314
2023
Q4 		$171K Sell
10,084
-218
-2% -$4.33K ﹤0.01% 1117
2023
Q3 		$205K Sell
10,302
-1,701
-14% -$32.2K 0.01% 1024
2023
Q2 		$225K Buy
12,003
+1,741
+17% +$35.1K 0.01% 930
2023
Q1 		$209K Buy
+10,262
New +$206K 0.01% 913

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kestra Private Wealth Services's BTAL Position: Q1 2024 in Review

Kestra Private Wealth Services sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2024, closing a stake of 10,084 shares — an estimated $171K sold.

Kestra Private Wealth Services first reported a position in BTAL in Q1 2023 and held it in 4 quarters. The position peaked at $225K in Q2 2023. 61 funds tracked by Wall St. Rank hold BTAL as of Q1 2024.

  • Kestra Private Wealth Services reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,084 AGF US Market Neutral Anti-Beta Fund shares in Q1 2024, an estimated $171K.
  • Kestra Private Wealth Services first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2023 and held it in 4 quarters.
  • Kestra Private Wealth Services's AGF US Market Neutral Anti-Beta Fund position peaked at $225K in Q2 2023.
  • 61 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2024.

Based on Kestra Private Wealth Services's 13F filing for Q1 2024, filed 2 May 2024.