Camarda Financial Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Camarda Financial Advisors’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
2025 Q2	–	Sell	-13,731	Closed	-$286K	–	104
2025 Q1	$286K	Buy	13,731 +2,110	+18%	+$40K	0.13%	82
2024 Q4	$215K	Sell	11,621 -4,806	-29%	-$92.4K	0.08%	94
2024 Q3	$322K	Buy	+16,427	New	+$327K	0.12%	73
2023 Q2	–	Sell	-14,703	Closed	-$300K	–	75
2023 Q1	$300K	Buy	+14,703	New	+$296K	0.22%	54

Other funds holding BTAL

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Camarda Financial Advisors's BTAL Position: Q2 2025 in Review

Camarda Financial Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2025, closing a stake of 13,731 shares — an estimated $286K sold.

Camarda Financial Advisors first reported a position in BTAL in Q1 2023 and held it in 4 quarters. The position peaked at $322K in Q3 2024. 80 funds tracked by Wall St. Rank hold BTAL as of Q2 2025.

Camarda Financial Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2025 after selling out during the quarter.
Camarda Financial Advisors sold 13,731 AGF US Market Neutral Anti-Beta Fund shares in Q2 2025, an estimated $286K.
Camarda Financial Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2023 and held it in 4 quarters.
Camarda Financial Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $322K in Q3 2024.
80 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2025.

Based on Camarda Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.