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Quantitative Advantage’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Quantitative Advantage’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 		$5.41M Buy
265,275
+1,886
+0.7% +$37.9K 0.79% 36
2022
Q4 		$5.59M Buy
263,389
+10,900
+4% +$226K 0.86% 35
2022
Q3 		$5.13M Buy
+252,489
New +$5.03M 0.9% 33

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

Quantitative Advantage's BTAL Position: Q1 2023 in Review

Quantitative Advantage increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 0.72% in Q1 2023, buying an estimated $37.9K and bringing the position to 265,275 shares worth $5.41M. The position accounts for 0.79% of the portfolio, ranked #36.

Quantitative Advantage first reported a position in BTAL in Q3 2022 and has held it in 3 quarters since. The position peaked at $5.59M in Q4 2022. 89 funds tracked by Wall St. Rank hold BTAL as of Q1 2023.

  • Quantitative Advantage held 265,275 shares of AGF US Market Neutral Anti-Beta Fund worth $5.41M as of Q1 2023.
  • Quantitative Advantage bought 1,886 AGF US Market Neutral Anti-Beta Fund shares in Q1 2023, an estimated $37.9K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.79% of Quantitative Advantage's portfolio in Q1 2023, its #36 holding.
  • Quantitative Advantage first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2022 and has held it in 3 quarters since.
  • Quantitative Advantage's AGF US Market Neutral Anti-Beta Fund position peaked at $5.59M in Q4 2022.
  • 89 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2023.

Based on Quantitative Advantage's 13F filing for Q1 2023, filed 12 May 2023.