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

Kovack 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
-24,408
Closed -$518K – 611
2022
Q4 		$518K Buy
+24,408
New +$506K 0.08% 275

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

Kovack Advisors's BTAL Position: Q1 2023 in Review

Kovack Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2023, closing a stake of 24,408 shares — an estimated $518K sold.

Kovack Advisors first reported a position in BTAL in Q4 2022 and held it in 1 quarter. The position peaked at $518K in Q4 2022. 89 funds tracked by Wall St. Rank hold BTAL as of Q1 2023.

  • Kovack Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2023 after selling out during the quarter.
  • Kovack Advisors sold 24,408 AGF US Market Neutral Anti-Beta Fund shares in Q1 2023, an estimated $518K.
  • Kovack Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2022 and held it in 1 quarter.
  • Kovack Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $518K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2023.

Based on Kovack Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.