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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Virtus AlphaSimplex Global Macro ETF ASGM Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio ASGM Stock Details ASGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.42K Buy
+205
New +$6.35K ﹤0.01% 1705

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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s ASGM Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. opened a new position in Virtus AlphaSimplex Global Macro ETF (ASGM) in Q2 2026: 205 shares worth $6.42K. The stake represents ﹤0.01% of the portfolio and ranks #1705 among its holdings.

5 funds tracked by Wall St. Rank hold ASGM as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 205 shares of Virtus AlphaSimplex Global Macro ETF worth $6.42K as of Q2 2026.
  • Virtus AlphaSimplex Global Macro ETF was a new BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. position in Q2 2026.
  • Virtus AlphaSimplex Global Macro ETF made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1705 holding.
  • 5 funds tracked by Wall St. Rank held Virtus AlphaSimplex Global Macro ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.