Latest Institutional Sells of Agf Invts Tr Agfiq Us Mkt Neut (BTAL)
This list provides information on the latest institutional transactions involving Agf Invts Tr Agfiq Us Mkt Neut (BTAL) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-648K- 97.93% |
$11.4M - $13.9M
|
13.7K
$219K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-293K- 41.75% |
$5.16M - $6.28M
|
408K
$6.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-262K- 37.21% |
$4.61M - $5.61M
|
441K
$7.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-187K- 84.26% |
$3.29M - $4.01M
|
34.9K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-177K- 78.83% |
$3.11M - $3.79M
|
47.5K
$760K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-52.8K- 69.86% |
$930K - $1.13M
|
22.8K
$365K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-45.6K- 7.03% |
$803K - $979K
|
604K
$9.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-31K- 38.26% |
$547K - $666K
|
50.1K
$801K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-27.4K- 53.34% |
$482K - $587K
|
23.9K
$383K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.9K- 24.15% |
$403K - $491K
|
71.9K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.7K- 7.27% |
$276K - $337K
|
200K
$3.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-12.6K- 91.96% |
$222K - $271K
|
1.1K
$17.6K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-4.89K- 97.65% |
$86.2K - $105K
|
118
$1.89K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-4.42K- 3.25% |
$77.8K - $94.8K
|
132K
$2.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.32K- 1.5% |
$58.5K - $71.3K
|
219K
$3.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.28K- 11.16% |
$22.5K - $27.4K
|
10.2K
$163K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-983- 5.7% |
$17.3K - $21.1K
|
16.3K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-902- 40.38% |
$15.9K - $19.4K
|
1.33K
$21.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-666- 7.31% |
$11.7K - $14.3K
|
8.45K
$135K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-663- 2.01% |
$11.7K - $14.2K
|
32.3K
$517K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-365- 9.03% |
$6.43K - $7.83K
|
3.68K
$58.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-261- 43.72% |
$4.6K - $5.6K
|
336
$5.38K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-120- 0.59% |
$2.11K - $2.58K
|
20.4K
$326K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-27- 3.27% |
$475 - $579
|
798
$12.8K
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-9.71K- 26.65% |
$172K - $203K
|
26.7K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3.73K- 99.49% |
$65.9K - $77.8K
|
19
$304
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 29.11% |
$20.5K - $24.2K
|
2.83K
$45.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-241- 0.78% |
$4.26K - $5.02K
|
30.6K
$489K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.5K- 4.27% |
$157K - $170K
|
191K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.43K- 38.83% |
$156K - $168K
|
13.3K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-763- 12.53% |
$14.1K - $15.2K
|
5.33K
$85.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-674- 66.47% |
$12.4K - $13.5K
|
340
$5.44K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-245- 1.61% |
$4.59K - $5.13K
|
15K
$239K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-19.5K- 27.33% |
$351K - $384K
|
51.7K
$828K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.71K- 69.03% |
$48.9K - $53.6K
|
1.22K
$19.5K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.73K- 10.97% |
$64.3K - $69.4K
|
30.2K
$484K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24.6K- 63.28% |
$410K - $524K
|
14.3K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-11.6K- 27.95% |
$193K - $247K
|
30K
$479K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.54K- 7.42% |
$25.6K - $32.7K
|
19.2K
$307K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-351- 0.39% |
$5.84K - $7.47K
|
90.2K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-218- 2.12% |
$3.63K - $4.64K
|
10.1K
$161K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-63.8K- 84.92% |
$1.14M - $1.29M
|
11.3K
$181K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44.1K- 94.54% |
$787K - $890K
|
2.55K
$40.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-28.6K- 26.57% |
$511K - $577K
|
79.2K
$1.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 1.49% |
$19.4K - $21.9K
|
71.9K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-600- 4.62% |
$10.7K - $12.1K
|
12.4K
$198K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-321- 0.32% |
$5.73K - $6.47K
|
100K
$1.61M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-26.8K- 34.72% |
$501K - $567K
|
50.4K
$807K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-21.4K- 7.55% |
$399K - $451K
|
262K
$4.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-12K- 36.58% |
$225K - $254K
|
20.9K
$334K
|
|