Armis Advisers’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Armis Advisers’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 Q3	$493K	Buy	39,948 +20,737	+108%	+$250K	0.04%	279
2026 Q2	$221K	Sell	19,211 -30,525	-61%	-$371K	0.02%	444
2026 Q1	$597K	Buy	49,736 +27,200	+121%	+$381K	0.06%	219
2025 Q4	$319K	Buy	+22,536	New	+$339K	0.04%	316
2025 Q3	–	Sell	-50,085	Closed	-$887K	–	349
2025 Q2	$887K	Sell	50,085 -31,044	-38%	-$605K	0.07%	206
2025 Q1	$1.69M	Buy	81,129 +16,567	+26%	+$314K	0.16%	118
2024 Q4	$1.19M	Buy	+64,562	New	+$1.24M	0.15%	115

Other funds holding BTAL

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Invested Advisors State College, Pennsylvania $117M AUM 18.56% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Armis Advisers's BTAL Position: Q3 2026 in Review

Armis Advisers increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 108% in Q3 2026, buying an estimated $250K and bringing the position to 39,948 shares worth $493K. The position accounts for 0.04% of the portfolio, ranked #279.

Armis Advisers first reported a position in BTAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q1 2025. 17 funds tracked by Wall St. Rank hold BTAL as of Q3 2026.

Armis Advisers held 39,948 shares of AGF US Market Neutral Anti-Beta Fund worth $493K as of Q3 2026.
Armis Advisers bought 20,737 AGF US Market Neutral Anti-Beta Fund shares in Q3 2026, an estimated $250K.
AGF US Market Neutral Anti-Beta Fund made up 0.04% of Armis Advisers's portfolio in Q3 2026, its #279 holding.
Armis Advisers first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's AGF US Market Neutral Anti-Beta Fund position peaked at $1.69M in Q1 2025.
17 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.