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

Total Clarity 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
2022 Q3	–	Sell	-1,500	Closed	-$33K	–	311
2022 Q2	$33K	Buy	+1,500	New	+$30.3K	0.02%	477

Other funds holding BTAL

GAG

Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TWM

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

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AFWM

AMJ Financial Wealth Management Leesburg, Virginia $424M AUM 37.24% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

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

Total Clarity Wealth Management's BTAL Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2022, closing a stake of 1,500 shares — an estimated $33K sold.

Total Clarity Wealth Management first reported a position in BTAL in Q2 2022 and held it in 1 quarter. The position peaked at $33K in Q2 2022. 63 funds tracked by Wall St. Rank hold BTAL as of Q3 2022.

Total Clarity Wealth Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,500 AGF US Market Neutral Anti-Beta Fund shares in Q3 2022, an estimated $33K.
Total Clarity Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2022 and held it in 1 quarter.
Total Clarity Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $33K in Q2 2022.
63 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.