CREATIVE FINANCIAL DESIGNS INC /ADV
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 819864
KOKOMO, IN
Position in BTAL
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$410,759
-$124,520 QoQ
Shares Held
29,424
-20.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTAL Over Time
Shares Held
Position Value (USD)
All Filings in BTAL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $410,759 | 29,424 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $535,279 | 37,198 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,570,728 | 224,292 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,872,848 | 218,805 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,629,126 | 222,127 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,518,000 | 190,368 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,109,069 | 158,626 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,861,341 | 145,838 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||