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Able Wealth Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Able Wealth Management’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$160K Sell
14,315
-6,867
-32% -$83.5K 0.04% 162
2026
Q1 		$296K Sell
21,182
-13,691
-39% -$192K 0.08% 97
2025
Q4 		$502K Sell
34,873
-7,763
-18% -$117K 0.16% 72
2025
Q3 		$679K Buy
42,636
+15,872
+59% +$261K 0.26% 60
2025
Q2 		$474K Buy
+26,764
New +$521K 0.24% 65

Other funds holding BTAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

Able Wealth Management's BTAL Position: Q2 2026 in Review

Able Wealth Management reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 32% in Q2 2026, selling an estimated $83.5K and leaving 14,315 shares worth $160K. The position accounts for 0.04% of the portfolio, ranked #162.

Able Wealth Management first reported a position in BTAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $679K in Q3 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Able Wealth Management held 14,315 shares of AGF US Market Neutral Anti-Beta Fund worth $160K as of Q2 2026.
  • Able Wealth Management sold 6,867 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $83.5K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.04% of Able Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Able Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2025 and has held it in 5 quarters since.
  • Able Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $679K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.