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Atria Investments’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Atria Investments’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 		– Sell
-10,318
Closed -$148K – 2049
2025
Q4 		$148K Buy
+10,318
New +$155K ﹤0.01% 1989

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Atria Investments's BTAL Position: Q1 2026 in Review

Atria Investments sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2026, closing a stake of 10,318 shares — an estimated $148K sold.

Atria Investments first reported a position in BTAL in Q4 2025 and held it in 1 quarter. The position peaked at $148K in Q4 2025. 87 funds tracked by Wall St. Rank hold BTAL as of Q1 2026.

  • Atria Investments reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 10,318 AGF US Market Neutral Anti-Beta Fund shares in Q1 2026, an estimated $148K.
  • Atria Investments first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2025 and held it in 1 quarter.
  • Atria Investments's AGF US Market Neutral Anti-Beta Fund position peaked at $148K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.