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

Atria Wealth Solutions’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
-15,297
Closed -$319K – 1511
2025
Q1 		$319K Buy
+15,297
New +$290K ﹤0.01% 1439
2022
Q4 		– Sell
-20,239
Closed -$411K – 1804
2022
Q3 		$411K Sell
20,239
-15,805
-44% -$315K 0.01% 1139
2022
Q2 		$785K Buy
+36,044
New +$727K 0.01% 805

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

Atria Wealth Solutions's BTAL Position: Q2 2025 in Review

Atria Wealth Solutions sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2025, closing a stake of 15,297 shares — an estimated $319K sold.

Atria Wealth Solutions first reported a position in BTAL in Q2 2022 and held it in 3 quarters. The position peaked at $785K in Q2 2022. 80 funds tracked by Wall St. Rank hold BTAL as of Q2 2025.

  • Atria Wealth Solutions reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,297 AGF US Market Neutral Anti-Beta Fund shares in Q2 2025, an estimated $319K.
  • Atria Wealth Solutions first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's AGF US Market Neutral Anti-Beta Fund position peaked at $785K in Q2 2022.
  • 80 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.