SEC 13F Intelligence

Formulafolio Investments, LLC / BTAL

Formulafolio Investments, LLC’s Agf Invts Tr Position

Does Formulafolio Investments, LLC own Agf Invts Tr (BTAL)? Not currently — the last reported position was 769.8K shares worth $18M in Q3 2020; the fund’s latest 13F (Q2 2021) no longer reports it.

Position Value
$18M
Q3 2020
Shares
769.8K
% of Portfolio
+0.70%
Quarters Held
1
position exited

Position History BTAL

Reported value by quarter
Q3 ’20: $18MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2020769.8K$18M+0.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Formulafolio Investments, LLC’s full portfolio or all institutional holders of BTAL.