Axim Planning & Wealth’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Axim Planning & Wealth’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	$854K	Buy	76,602 +894	+1%	+$10.9K	1.19%	11
2026 Q1	$1.06M	Buy	75,708 +14,735	+24%	+$207K	1.28%	5
2025 Q4	$877K	Sell	60,973 -16,068	-21%	-$242K	0.92%	9
2025 Q3	$1.23M	Sell	77,041 -18,582	-19%	-$306K	0.97%	6
2025 Q2	$1.69M	Buy	95,623 +54,095	+130%	+$1.05M	1.55%	4
2025 Q1	$865K	Buy	+41,528	New	+$787K	0.77%	6

Other funds holding BTAL

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 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Axim Planning & Wealth's BTAL Position: Q2 2026 in Review

Axim Planning & Wealth increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 1.2% in Q2 2026, buying an estimated $10.9K and bringing the position to 76,602 shares worth $854K. The position accounts for 1.19% of the portfolio, ranked #11.

Axim Planning & Wealth first reported a position in BTAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.69M in Q2 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Axim Planning & Wealth held 76,602 shares of AGF US Market Neutral Anti-Beta Fund worth $854K as of Q2 2026.
Axim Planning & Wealth bought 894 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $10.9K.
AGF US Market Neutral Anti-Beta Fund made up 1.19% of Axim Planning & Wealth's portfolio in Q2 2026, its #11 holding.
Axim Planning & Wealth first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2025 and has held it in 6 quarters since.
Axim Planning & Wealth's AGF US Market Neutral Anti-Beta Fund position peaked at $1.69M in Q2 2025.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.