AE Wealth Management LLC
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1697723
TOPEKA, KS
All Filings in BTAL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,342,620 | 927,590 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $10,790,387 | 772,951 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,797,867 | 402,910 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,568,240 | 224,136 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $4,137,369 | 233,750 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $3,511,515 | 168,499 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $2,760,705 | 149,389 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,646,291 | 135,015 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,194,808 | 111,866 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,035,231 | 112,943 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,949,334 | 115,005 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,625,372 | 132,194 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,108,025 | 165,673 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,039,648 | 198,022 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $4,753,818 | 224,131 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,933,102 | 193,463 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,033,917 | 185,212 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,282,195 | 288,015 | Shares | Sole | 2022-04-18 | |
| 2021-06-30 | $651,961 | 38,532 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $294,773 | 17,208 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $281,181 | 14,737 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $328,089 | 13,908 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $267,983 | 11,010 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $502,188 | 19,548 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||