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

Spire 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
2024 Q2	–	Sell	-500	Closed	-$9.01K	–	2230
2024 Q1	$9.01K	Hold	500	–	–	﹤0.01%	1745
2023 Q4	$9.1K	Hold	500	–	–	﹤0.01%	1785
2023 Q3	$9.93K	Hold	500	–	–	﹤0.01%	1731
2023 Q2	$9.38K	Hold	500	–	–	﹤0.01%	1839
2023 Q1	$10.2K	Hold	500	–	–	﹤0.01%	1834
2022 Q4	$11K	Hold	500	–	–	﹤0.01%	1565
2022 Q3	$10K	Buy	+500	New	+$9.96K	﹤0.01%	1558

Other funds holding BTAL

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

TWM

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Spire Wealth Management's BTAL Position: Q2 2024 in Review

Spire Wealth Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2024, closing a stake of 500 shares — an estimated $9.01K sold.

Spire Wealth Management first reported a position in BTAL in Q3 2022 and held it in 7 quarters. The position peaked at $11K in Q4 2022. 59 funds tracked by Wall St. Rank hold BTAL as of Q2 2024.

Spire Wealth Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 500 AGF US Market Neutral Anti-Beta Fund shares in Q2 2024, an estimated $9.01K.
Spire Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2022 and held it in 7 quarters.
Spire Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $11K in Q4 2022.
59 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.