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Carrera Capital Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Carrera Capital 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
2026
Q2 		$17.2M Sell
1,539,121
-202,714
-12% -$2.47M 2.54% 8
2026
Q1 		$24.3M Buy
1,741,835
+1,246,995
+252% +$17.5M 3.75% 4
2025
Q4 		$7.3M Buy
+494,840
New +$7.44M 1.23% 19

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
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 $104B AUM 28.3% 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
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Carrera Capital Advisors's BTAL Position: Q2 2026 in Review

Carrera Capital Advisors reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 12% in Q2 2026, selling an estimated $2.47M and leaving 1,539,121 shares worth $17.2M. The position accounts for 2.54% of the portfolio, ranked #8.

Carrera Capital Advisors first reported a position in BTAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.3M in Q1 2026. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Carrera Capital Advisors held 1,539,121 shares of AGF US Market Neutral Anti-Beta Fund worth $17.2M as of Q2 2026.
  • Carrera Capital Advisors sold 202,714 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $2.47M.
  • AGF US Market Neutral Anti-Beta Fund made up 2.54% of Carrera Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Carrera Capital Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2025 and has held it in 3 quarters since.
  • Carrera Capital Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $24.3M in Q1 2026.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.