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

AE 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	$10.3M	Buy	927,590 +154,639	+20%	+$1.88M	0.05%	301
2026 Q1	$10.8M	Buy	772,951 +370,041	+92%	+$5.19M	0.06%	285
2025 Q4	$5.8M	Buy	402,910 +178,774	+80%	+$2.69M	0.03%	371
2025 Q3	$3.57M	Sell	224,136 -9,614	-4%	-$158K	0.02%	421
2025 Q2	$4.14M	Buy	233,750 +65,251	+39%	+$1.27M	0.03%	381
2025 Q1	$3.51M	Buy	168,499 +19,110	+13%	+$362K	0.03%	414
2024 Q4	$2.76M	Buy	149,389 +14,374	+11%	+$276K	0.02%	461
2024 Q3	$2.65M	Buy	135,015 +23,149	+21%	+$461K	0.02%	458
2024 Q2	$2.19M	Sell	111,866 -1,077	-1%	-$20.4K	0.02%	497
2024 Q1	$2.03M	Sell	112,943 -2,062	-2%	-$37.4K	0.02%	484
2023 Q4	$2.08M	Sell	115,005 -17,189	-13%	-$342K	0.01%	891
2023 Q3	$2.63M	Sell	132,194 -33,479	-20%	-$634K	0.02%	755
2023 Q2	$3.11M	Sell	165,673 -32,349	-16%	-$652K	0.02%	698
2023 Q1	$4.04M	Sell	198,022 -26,109	-12%	-$525K	0.03%	561
2022 Q4	$4.75M	Buy	224,131 +30,668	+16%	+$636K	0.03%	491
2022 Q3	$3.93M	Buy	193,463 +8,251	+4%	+$164K	0.03%	481
2022 Q2	$4.03M	Sell	185,212 -102,803	-36%	-$2.07M	0.03%	449
2022 Q1	$5.28M	Buy	+288,015	New	+$5.31M	0.04%	424
2021 Q3	–	Sell	-38,532	Closed	-$652K	–	1634
2021 Q2	$652K	Buy	38,532 +21,324	+124%	+$361K	0.01%	1028
2021 Q1	$295K	Buy	17,208 +2,471	+17%	+$44.3K	﹤0.01%	1256
2020 Q4	$281K	Buy	14,737 +829	+6%	+$17.3K	﹤0.01%	1168
2020 Q3	$328K	Buy	13,908 +2,898	+26%	+$69.4K	﹤0.01%	1012
2020 Q2	$268K	Sell	11,010 -8,538	-44%	-$211K	﹤0.01%	1063
2020 Q1	$502K	Buy	+19,548	New	+$465K	0.01%	677
2019 Q4	–	Sell	-15,917	Closed	-$377K	–	1133
2019 Q3	$377K	Buy	15,917 +4,387	+38%	+$102K	0.01%	695
2019 Q2	$253K	Hold	11,530	–	–	0.01%	815
2019 Q1	$249K	Buy	+11,530	New	+$245K	0.02%	524

Other funds holding BTAL

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

GSWA

Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return

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

AE Wealth Management increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 20% in Q2 2026, buying an estimated $1.88M and bringing the position to 927,590 shares worth $10.3M. The position accounts for 0.05% of the portfolio, ranked #301.

AE Wealth Management first reported a position in BTAL in Q1 2019 and has held it in 27 quarters since. The position peaked at $10.8M in Q1 2026. 48 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

AE Wealth Management held 927,590 shares of AGF US Market Neutral Anti-Beta Fund worth $10.3M as of Q2 2026.
AE Wealth Management bought 154,639 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $1.88M.
AGF US Market Neutral Anti-Beta Fund made up 0.05% of AE Wealth Management's portfolio in Q2 2026, its #301 holding.
AE Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2019 and has held it in 27 quarters since.
AE Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $10.8M in Q1 2026.
48 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.