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Wintrust Investments’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Wintrust Investments’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
Q1 		– Sell
-28,355
Closed -$601K – 339
2022
Q4 		$601K Buy
28,355
+13,720
+94% +$284K 0.08% 190
2022
Q3 		$298K Buy
+14,635
New +$291K 0.04% 305

Other funds holding BTAL

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

Wintrust Investments's BTAL Position: Q1 2023 in Review

Wintrust Investments sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2023, closing a stake of 28,355 shares — an estimated $601K sold.

Wintrust Investments first reported a position in BTAL in Q3 2022 and held it in 2 quarters. The position peaked at $601K in Q4 2022. 89 funds tracked by Wall St. Rank hold BTAL as of Q1 2023.

  • Wintrust Investments reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2023 after selling out during the quarter.
  • Wintrust Investments sold 28,355 AGF US Market Neutral Anti-Beta Fund shares in Q1 2023, an estimated $601K.
  • Wintrust Investments first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2022 and held it in 2 quarters.
  • Wintrust Investments's AGF US Market Neutral Anti-Beta Fund position peaked at $601K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2023.

Based on Wintrust Investments's 13F filing for Q1 2023, filed 9 May 2023.