BAM
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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
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

PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
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