Capital A Wealth Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Capital A Wealth 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
2025 Q2	$627	Buy	+37	New	+$721	0.01%	390

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 $11.8B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $103B AUM 28.65% 1-Year Est. Return

LFAS

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

Capital A Wealth Management's BTAL Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2025: 37 shares worth $627. The stake represents 0.01% of the portfolio and ranks #390 among its holdings.

80 funds tracked by Wall St. Rank hold BTAL as of Q2 2025.

Capital A Wealth Management held 37 shares of AGF US Market Neutral Anti-Beta Fund worth $627 as of Q2 2025.
AGF US Market Neutral Anti-Beta Fund was a new Capital A Wealth Management position in Q2 2025.
AGF US Market Neutral Anti-Beta Fund made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #390 holding.
80 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.