APA
BTAL icon

Astoria Portfolio Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Astoria Portfolio 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
2025
Q2 		– Sell
-93,955
Closed -$1.94M – 259
2025
Q1 		$1.94M Buy
93,955
+52,609
+127% +$998K 0.66% 31
2024
Q4 		$761K Buy
+41,346
New +$795K 0.27% 72
2024
Q1 		– Sell
-11,134
Closed -$205K – 194
2023
Q4 		$205K Sell
11,134
-179,429
-94% -$3.57M 0.08% 183
2023
Q3 		$4.02M Sell
190,563
-103,496
-35% -$1.96M 1.94% 12
2023
Q2 		$5.26M Buy
294,059
+17,721
+6% +$357K 2.04% 11
2023
Q1 		$5.69M Buy
276,338
+67,077
+32% +$1.35M 2.4% 10
2022
Q4 		$4.23M Buy
209,261
+64,871
+45% +$1.34M 1.98% 10
2022
Q3 		$2.94M Sell
144,390
-386
-0.3% -$7.69K 2% 11
2022
Q2 		$3.15M Buy
144,776
+13,491
+10% +$272K 2.3% 9
2022
Q1 		$2.41M Sell
131,285
-4,994
-4% -$92K 1.88% 9
2021
Q4 		$2.42M Buy
+136,279
New +$2.31M 1.92% 9

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Astoria Portfolio Advisors's BTAL Position: Q2 2025 in Review

Astoria Portfolio Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2025, closing a stake of 93,955 shares — an estimated $1.94M sold.

Astoria Portfolio Advisors first reported a position in BTAL in Q4 2021 and held it in 11 quarters. The position peaked at $5.69M in Q1 2023. 80 funds tracked by Wall St. Rank hold BTAL as of Q2 2025.

  • Astoria Portfolio Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 93,955 AGF US Market Neutral Anti-Beta Fund shares in Q2 2025, an estimated $1.94M.
  • Astoria Portfolio Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2021 and held it in 11 quarters.
  • Astoria Portfolio Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $5.69M in Q1 2023.
  • 80 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.