Ethos Financial Group, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Ethos Financial Group, LLC

$1.1 Billion
Q3 2025

A detailed history of Ethos Financial Group, LLC transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Ethos Financial Group, LLC holds 25,877 shares of BTAL stock, worth $400,058. This represents 0.04% of its overall portfolio holdings.

Number of Shares

25,877

Previous 25,229 2.57%

Holding current value

$400,058

Previous $446,000 7.85%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$15.39 - $17.94 $9,972 - $11,625	648 Added 2.57%	25,877 $411,000
Q2 2025 Aug 06, 2025	BUY	$17.61 - $21.46 $88,120 - $107,385	5,004 Added 24.74%	25,229 $446,000
Q4 2024 Feb 06, 2025	BUY	$18.47 - $19.96 $123,065 - $132,993	6,663 Added 49.13%	20,225 $373,000
Q3 2024 Nov 07, 2024	SELL	$18.74 - $20.92 $3,129 - $3,493	-167 Reduced 1.22%	13,562 $265,000
Q2 2024 Aug 12, 2024	SELL	$18.03 - $19.74 $5,805 - $6,356	-322 Reduced 2.29%	13,729 $269,000

Q1 2024 May 08, 2024	SELL	$17.27 - $18.62 $81,376 - $87,737	-4,712 Reduced 25.11%	14,051 $253,000
Q4 2023 Feb 07, 2024	SELL	$16.65 - $21.27 $6.83 Million - $8.73 Million	-410,347 Reduced 95.63%	18,763 $338,000
Q3 2023 Nov 13, 2023	BUY	$17.84 - $20.16 $99,689 - $112,654	5,588 Added 1.32%	429,110 $8.52 Million
Q1 2023 Apr 20, 2023	SELL	$19.02 - $21.49 $3.5 Million - $3.95 Million	-183,958 Reduced 30.28%	423,522 $8.64 Million
Q4 2022 Feb 09, 2023	BUY	$19.63 - $21.59 $11.9 Million - $13.1 Million	607,480 New	607,480 $13 Billion

Others Institutions Holding BTAL

# of Institutions

Shares Held

15.5M

Call Options Held

Put Options Held

View Full List

About AGF INVTS TR AGFIQ US MKT NEUT

Ticker BTAL
Sector ETFs
Industry ETFs

More about BTAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Account

Ethos Financial Group, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History