Wayfinding Financial’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Wayfinding Financial’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 Q2	–	Sell	-21,949	Closed	-$447K	–	116
2023 Q1	$447K	Buy	+21,949	New	+$442K	0.34%	56

Other funds holding BTAL

TWM

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

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

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PFA

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

Wayfinding Financial's BTAL Position: Q2 2023 in Review

Wayfinding Financial sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2023, closing a stake of 21,949 shares — an estimated $447K sold.

Wayfinding Financial first reported a position in BTAL in Q1 2023 and held it in 1 quarter. The position peaked at $447K in Q1 2023. 72 funds tracked by Wall St. Rank hold BTAL as of Q2 2023.

Wayfinding Financial reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2023 after selling out during the quarter.
Wayfinding Financial sold 21,949 AGF US Market Neutral Anti-Beta Fund shares in Q2 2023, an estimated $447K.
Wayfinding Financial first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2023 and held it in 1 quarter.
Wayfinding Financial's AGF US Market Neutral Anti-Beta Fund position peaked at $447K in Q1 2023.
72 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2023.

Based on Wayfinding Financial's 13F filing for Q2 2023, filed 31 Jul 2023.