Belpointe Asset Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Belpointe Asset Management’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	–	Sell	-76,246	Closed	-$1.06M	–	1132
2026 Q1	$1.06M	Sell	76,246 -178,656	-70%	-$2.5M	0.04%	435
2025 Q4	$3.67M	Buy	+254,902	New	+$3.83M	0.13%	131
2025 Q3	–	Sell	-22,790	Closed	-$403K	–	988
2025 Q2	$403K	Sell	22,790 -52,834	-70%	-$1.03M	0.02%	657
2025 Q1	$1.58M	Buy	+75,624	New	+$1.43M	0.08%	229
2023 Q2	–	Sell	-6,280	Closed	-$128K	–	955
2023 Q1	$128K	Hold	6,280	–	–	0.01%	1170
2022 Q4	$133K	Buy	+6,280	New	+$130K	0.01%	1085

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

Belpointe Asset Management's BTAL Position: Q2 2026 in Review

Belpointe Asset Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026, closing a stake of 76,246 shares — an estimated $1.06M sold.

Belpointe Asset Management first reported a position in BTAL in Q4 2022 and held it in 6 quarters. The position peaked at $3.67M in Q4 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Belpointe Asset Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 76,246 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $1.06M.
Belpointe Asset Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2022 and held it in 6 quarters.
Belpointe Asset Management's AGF US Market Neutral Anti-Beta Fund position peaked at $3.67M in Q4 2025.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.