SEC 13F Intelligence

Spotlight Asset Group, Inc. / BTAL

Spotlight Asset Group, Inc.’s Agf Invts Tr Position

Does Spotlight Asset Group, Inc. own Agf Invts Tr (BTAL)? Not currently — the last reported position was 267.1K shares worth $6M in Q3 2020; the fund’s latest 13F (Q2 2024) no longer reports it.

Position Value
$6M
Q3 2020
Shares
267.1K
% of Portfolio
+2.48%
Quarters Held
2
position exited

Position History BTAL

Reported value by quarter
Q2 ’20: $6MQ2 ’20Q3 ’20: $6MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2020267.1K$6M+2.48%
Q2 2020261.0K$6M+2.66%

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