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
2025 Q2	–	Sell
2025 Q1	$59K	Sell
2024 Q4	$73.8K	Hold
2024 Q3	$78.2K	Buy
2024 Q2	$78.3K	Hold
2024 Q1	$71.9K	Buy
2023 Q3	–	Sell
2023 Q2	$14K	Buy