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Advyzon Investment Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Advyzon Investment 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 		$294K Sell
26,347
-8,570
-25% -$104K 0.02% 619
2026
Q1 		$487K Buy
34,917
+11,724
+51% +$164K 0.04% 411
2025
Q4 		$334K Buy
23,193
+11,636
+101% +$175K 0.04% 424
2025
Q3 		$184K Sell
11,557
-46,327
-80% -$763K 0.03% 470
2025
Q2 		$1.02M Buy
+57,884
New +$1.13M 0.23% 99

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

Advyzon Investment Management's BTAL Position: Q2 2026 in Review

Advyzon Investment Management reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 25% in Q2 2026, selling an estimated $104K and leaving 26,347 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #619.

Advyzon Investment Management first reported a position in BTAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q2 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Advyzon Investment Management held 26,347 shares of AGF US Market Neutral Anti-Beta Fund worth $294K as of Q2 2026.
  • Advyzon Investment Management sold 8,570 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $104K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #619 holding.
  • Advyzon Investment Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2025 and has held it in 5 quarters since.
  • Advyzon Investment Management's AGF US Market Neutral Anti-Beta Fund position peaked at $1.02M in Q2 2025.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.