AC
BTAL icon

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

Avestar Capital’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 		$1.19M Sell
85,028
-5,093
-6% -$71.4K 0.08% 191
2025
Q4 		$1.31M Sell
90,121
-31,569
-26% -$475K 0.09% 181
2025
Q3 		$1.94M Sell
121,690
-10,035
-8% -$165K 0.14% 135
2025
Q2 		$2.33M Sell
131,725
-4,418
-3% -$86.1K 0.17% 106
2025
Q1 		$2.84M Sell
136,143
-32,148
-19% -$610K 0.27% 78
2024
Q4 		$3.21M Sell
168,291
-3,039
-2% -$58.5K 0.29% 70
2024
Q3 		$3.36M Sell
171,330
-5,540
-3% -$110K 0.37% 59
2024
Q2 		$3.47M Buy
176,870
+38,874
+28% +$737K 0.38% 59
2024
Q1 		$2.49M Sell
137,996
-133,756
-49% -$2.43M 0.29% 71
2023
Q4 		$4.89M Buy
271,752
+56,177
+26% +$1.12M 0.61% 38
2023
Q3 		$4.28M Buy
+215,575
New +$4.08M 0.65% 43

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FDCDDQ
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return