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Steward Partners Investment Advisory’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Steward Partners Investment Advisory’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
2026
Q1 		$59K Buy
4,225
+99
+2% +$1.39K ﹤0.01% 2700
2025
Q4 		$59.4K Buy
+4,126
New +$62.1K ﹤0.01% 2576
2025
Q2 		– Sell
-2,830
Closed -$59K – 4140
2025
Q1 		$59K Sell
2,830
-1,162
-29% -$22K ﹤0.01% 2299
2024
Q4 		$73.8K Hold
3,992
– – ﹤0.01% 2139
2024
Q3 		$78.2K Buy
3,992
+2
+0.1% +$40 ﹤0.01% 2009
2024
Q2 		$78.3K Hold
3,990
– – ﹤0.01% 1893
2024
Q1 		$71.9K Buy
+3,990
New +$72.4K ﹤0.01% 1925
2023
Q3 		– Sell
-745
Closed -$14K – 3388
2023
Q2 		$14K Buy
+745
New +$15K ﹤0.01% 2456

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FDCDDQ
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CCA
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Focus Partners Wealth
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HighTower Advisors
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CIBC World Market
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AWM
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OIA
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KF
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