Arete Wealth Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Arete Wealth Advisors’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 Q1	$723K	Buy	51,765 +13,711	+36%	+$192K	0.05%	244
2025 Q4	$548K	Buy	38,054 +1,801	+5%	+$27.1K	0.03%	412
2025 Q3	$577K	Buy	+36,253	New	+$597K	0.04%	394
2019 Q2	–	Sell	-471,136	Closed	-$10.2M	–	394
2019 Q1	$10.2M	Buy	471,136 +442,935	+1,571%	+$9.43M	2.12%	5
2018 Q4	$624K	Buy	+28,201	New	+$600K	0.15%	167

Other funds holding BTAL

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCA

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

OIA

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

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

Arete Wealth Advisors's BTAL Position: Q1 2026 in Review

Arete Wealth Advisors increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 36% in Q1 2026, buying an estimated $192K and bringing the position to 51,765 shares worth $723K. The position accounts for 0.05% of the portfolio, ranked #244.

Arete Wealth Advisors first reported a position in BTAL in Q4 2018 and has held it in 5 quarters since. The position peaked at $10.2M in Q1 2019. 87 funds tracked by Wall St. Rank hold BTAL as of Q1 2026.

Arete Wealth Advisors held 51,765 shares of AGF US Market Neutral Anti-Beta Fund worth $723K as of Q1 2026.
Arete Wealth Advisors bought 13,711 AGF US Market Neutral Anti-Beta Fund shares in Q1 2026, an estimated $192K.
AGF US Market Neutral Anti-Beta Fund made up 0.05% of Arete Wealth Advisors's portfolio in Q1 2026, its #244 holding.
Arete Wealth Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2018 and has held it in 5 quarters since.
Arete Wealth Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $10.2M in Q1 2019.
87 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.