Carson Wealth (CWM LLC)’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Carson Wealth (CWM LLC)’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 Q3	–	Sell	-798	Closed	-$14K	–	5282
2025 Q2	$14K	Sell	798 -27	-3%	-$526	﹤0.01%	4104
2025 Q1	$17K	Buy	+825	New	+$15.6K	﹤0.01%	3785
2023 Q4	–	Sell	-748	Closed	-$15K	–	4153
2023 Q3	$15K	Buy	+748	New	+$14.2K	﹤0.01%	2862

Other funds holding BTAL

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WIA

Wealthedge Investment Advisors New York $272M AUM 10.26% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BTAL Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2025, closing a stake of 798 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in BTAL in Q3 2023 and held it in 3 quarters. The position peaked at $17K in Q1 2025. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 798 AGF US Market Neutral Anti-Beta Fund shares in Q3 2025, an estimated $14K.
Carson Wealth (CWM LLC) first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2023 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s AGF US Market Neutral Anti-Beta Fund position peaked at $17K in Q1 2025.
71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.