Moran Wealth Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Moran Wealth Management’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 Q2	–	Sell	-135,938	Closed	-$2.77M	–	384
2023 Q1	$2.77M	Sell	135,938 -40,667	-23%	-$818K	0.1%	196
2022 Q4	$3.75M	Buy	+176,605	New	+$3.66M	0.14%	177

Other funds holding BTAL

TWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

APA

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

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

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Moran Wealth Management's BTAL Position: Q2 2023 in Review

Moran Wealth Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2023, closing a stake of 135,938 shares — an estimated $2.77M sold.

Moran Wealth Management first reported a position in BTAL in Q4 2022 and held it in 2 quarters. The position peaked at $3.75M in Q4 2022. 72 funds tracked by Wall St. Rank hold BTAL as of Q2 2023.

Moran Wealth Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2023 after selling out during the quarter.
Moran Wealth Management sold 135,938 AGF US Market Neutral Anti-Beta Fund shares in Q2 2023, an estimated $2.77M.
Moran Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2022 and held it in 2 quarters.
Moran Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $3.75M in Q4 2022.
72 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.