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

CAPTRUST 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 		$3.54M Sell
2025
Q1 		$4.5M Buy
2024
Q4 		$3.84M Sell
2024
Q3 		$4.25M Sell
2024
Q2 		$4.3M Buy
2024
Q1 		$3.87M Sell
2023
Q4 		$3.85M Sell
2023
Q3 		$5.33M Buy
2023
Q2 		$4.95M Buy