Prospera Financial Services’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Prospera Financial 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
2023 Q1	–	Sell	-13,855	Closed	-$294K	–	960
2022 Q4	$294K	Sell	13,855 -7,984	-37%	-$166K	0.01%	711
2022 Q3	$444K	Buy	21,839 +1,029	+5%	+$20.5K	0.02%	549
2022 Q2	$453K	Sell	20,810 -4,364	-17%	-$88K	0.02%	545
2022 Q1	$462K	Buy	25,174 +11,419	+83%	+$210K	0.02%	619
2021 Q4	$245K	Sell	13,755 -1,881	-12%	-$31.9K	0.01%	769
2021 Q3	$266K	Buy	15,636 +1,227	+9%	+$21.1K	0.01%	691
2021 Q2	$244K	Sell	14,409 -950	-6%	-$16.1K	0.01%	716
2021 Q1	$263K	Buy	+15,359	New	+$276K	0.02%	654

Other funds holding BTAL

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

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 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

Prospera Financial Services's BTAL Position: Q1 2023 in Review

Prospera Financial Services sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2023, closing a stake of 13,855 shares — an estimated $294K sold.

Prospera Financial Services first reported a position in BTAL in Q1 2021 and held it in 8 quarters. The position peaked at $462K in Q1 2022. 89 funds tracked by Wall St. Rank hold BTAL as of Q1 2023.

Prospera Financial Services reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2023 after selling out during the quarter.
Prospera Financial Services sold 13,855 AGF US Market Neutral Anti-Beta Fund shares in Q1 2023, an estimated $294K.
Prospera Financial Services first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2021 and held it in 8 quarters.
Prospera Financial Services's AGF US Market Neutral Anti-Beta Fund position peaked at $462K in Q1 2022.
89 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.