Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Cambridge Investment Research 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
Q4 		– Sell
-38,905
Closed -$619K – 3837
2025
Q3 		$619K Sell
38,905
-2,934
-7% -$48.3K ﹤0.01% 2470
2025
Q2 		$741K Buy
+41,839
New +$815K ﹤0.01% 2191
2024
Q4 		– Sell
-29,277
Closed -$574K – 3481
2024
Q3 		$574K Buy
+29,277
New +$582K ﹤0.01% 2294
2024
Q1 		– Sell
-43,296
Closed -$734K – 3317
2023
Q4 		$734K Buy
43,296
+3,345
+8% +$66.5K ﹤0.01% 1871
2023
Q3 		$793K Sell
39,951
-4,477
-10% -$84.8K ﹤0.01% 1724
2023
Q2 		$833K Buy
44,428
+952
+2% +$19.2K ﹤0.01% 1734
2023
Q1 		$887K Sell
43,476
-34,819
-44% -$700K ﹤0.01% 1651
2022
Q4 		$1.66M Sell
78,295
-79,824
-50% -$1.65M 0.01% 1185
2022
Q3 		$3.21M Buy
+158,119
New +$3.15M 0.02% 784
2020
Q4 		– Sell
-13,978
Closed -$330K – 2718
2020
Q3 		$330K Buy
+13,978
New +$335K ﹤0.01% 1872
2019
Q3 		– Sell
-10,179
Closed -$223K – 2347
2019
Q2 		$223K Buy
+10,179
New +$222K ﹤0.01% 1932
2019
Q1 		– Sell
-134,736
Closed -$2.98M – 2287
2018
Q4 		$2.98M Buy
+134,736
New +$2.87M 0.03% 494

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Cambridge Investment Research Advisors's BTAL Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2025, closing a stake of 38,905 shares — an estimated $619K sold.

Cambridge Investment Research Advisors first reported a position in BTAL in Q4 2018 and held it in 12 quarters. The position peaked at $3.21M in Q3 2022. 81 funds tracked by Wall St. Rank hold BTAL as of Q4 2025.

  • Cambridge Investment Research Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 38,905 AGF US Market Neutral Anti-Beta Fund shares in Q4 2025, an estimated $619K.
  • Cambridge Investment Research Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2018 and held it in 12 quarters.
  • Cambridge Investment Research Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $3.21M in Q3 2022.
  • 81 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.