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Capital Advisor Network’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Capital Advisor Network’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 		$89 Hold
8
– – ﹤0.01% 181
2026
Q1 		$112 Buy
+8
New +$112 ﹤0.01% 146

Other funds holding BTAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KF
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

Capital Advisor Network's BTAL Position: Q2 2026 in Review

Capital Advisor Network held its AGF US Market Neutral Anti-Beta Fund (BTAL) position steady in Q2 2026 at 8 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Capital Advisor Network first reported a position in BTAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $112 in Q1 2026. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Capital Advisor Network held 8 shares of AGF US Market Neutral Anti-Beta Fund worth $89 as of Q2 2026.
  • Capital Advisor Network left its AGF US Market Neutral Anti-Beta Fund share count unchanged in Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Capital Advisor Network's portfolio in Q2 2026, its #181 holding.
  • Capital Advisor Network first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2026 and has held it in 2 quarters since.
  • Capital Advisor Network's AGF US Market Neutral Anti-Beta Fund position peaked at $112 in Q1 2026.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Capital Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.