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Aveo Capital Partners’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Aveo Capital 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
2025
Q1 		– Sell
-19,726
Closed -$365K – 204
2024
Q4 		$365K Buy
19,726
+1,062
+6% +$20.4K 0.04% 254
2024
Q3 		$366K Buy
+18,664
New +$371K 0.04% 250

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LPL Financial
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Jane Street
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Morgan Stanley
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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LFAS
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Commonwealth Equity Services
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Aveo Capital Partners's BTAL Position: Q1 2025 in Review

Aveo Capital Partners sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2025, closing a stake of 19,726 shares — an estimated $365K sold.

Aveo Capital Partners first reported a position in BTAL in Q3 2024 and held it in 2 quarters. The position peaked at $366K in Q3 2024. 71 funds tracked by Wall St. Rank hold BTAL as of Q1 2025.

  • Aveo Capital Partners reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 19,726 AGF US Market Neutral Anti-Beta Fund shares in Q1 2025, an estimated $365K.
  • Aveo Capital Partners first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2024 and held it in 2 quarters.
  • Aveo Capital Partners's AGF US Market Neutral Anti-Beta Fund position peaked at $366K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.