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Ausdal Financial Partners’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Ausdal Financial Partners’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
Q2 		$293K Sell
26,288
-2,500
-9% -$30.4K 0.01% 836
2026
Q1 		$402K Buy
28,788
+5,398
+23% +$75.7K 0.02% 664
2025
Q4 		$337K Sell
23,390
-1,367
-6% -$20.6K 0.02% 678
2025
Q3 		$394K Sell
24,757
-22,726
-48% -$374K 0.02% 628
2025
Q2 		$840K Sell
47,483
-176,774
-79% -$3.44M 0.06% 298
2025
Q1 		$4.67M Buy
+224,257
New +$4.25M 0.35% 59

Other funds holding BTAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

Ausdal Financial Partners's BTAL Position: Q2 2026 in Review

Ausdal Financial Partners reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 8.7% in Q2 2026, selling an estimated $30.4K and leaving 26,288 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #836.

Ausdal Financial Partners first reported a position in BTAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.67M in Q1 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Ausdal Financial Partners held 26,288 shares of AGF US Market Neutral Anti-Beta Fund worth $293K as of Q2 2026.
  • Ausdal Financial Partners sold 2,500 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $30.4K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #836 holding.
  • Ausdal Financial Partners first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2025 and has held it in 6 quarters since.
  • Ausdal Financial Partners's AGF US Market Neutral Anti-Beta Fund position peaked at $4.67M in Q1 2025.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.