SEC 13F Intelligence

Axim Planning & Wealth / BTAL

Axim Planning & Wealth’s Agf Invts Tr Position

Does Axim Planning & Wealth own Agf Invts Tr (BTAL)? Yes — 75.7K shares worth $1M (+1.28% of its 13F portfolio) as of Q1 2026, up from 61.0K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
75.7K
% of Portfolio
+1.28%
Quarters Held
5
currently held

Position History BTAL

Reported value by quarter
Q1 ’25: $865,444Q1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $877,401Q4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202675.7K$1M+1.28%
Q4 202561.0K$877,401+0.92%
Q3 202577.0K$1M+0.97%
Q2 202595.6K$2M+1.55%
Q1 202541.5K$865,444+0.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Axim Planning & Wealth’s full portfolio or all institutional holders of BTAL.