Buck Wealth Strategies’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Buck Wealth Strategies’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	$2.26K	Buy	+203	New	+$2.47K	﹤0.01%	845

Other funds holding BTAL

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

Buck Wealth Strategies's BTAL Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026: 203 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings.

50 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Buck Wealth Strategies held 203 shares of AGF US Market Neutral Anti-Beta Fund worth $2.26K as of Q2 2026.
AGF US Market Neutral Anti-Beta Fund was a new Buck Wealth Strategies position in Q2 2026.
AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #845 holding.
50 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.