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

Cedar 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 Q1	–	Sell	-91,441	Closed	-$1.69M	–	195
2024 Q4	$1.69M	Buy	+91,441	New	+$1.76M	0.61%	19
2024 Q3	–	Sell	-58,914	Closed	-$1.16M	–	268
2024 Q2	$1.16M	Hold	58,914	–	–	0.38%	38
2024 Q1	$1.06M	Sell	58,914 -150	-0.3%	-$2.72K	0.35%	38
2023 Q4	$1M	Buy	59,064 +18,047	+44%	+$359K	0.36%	37
2023 Q3	$815K	Buy	41,017 +19,987	+95%	+$379K	0.32%	43
2023 Q2	$395K	Buy	+21,030	New	+$424K	0.15%	72

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cedar Wealth Management's BTAL Position: Q1 2025 in Review

Cedar Wealth Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2025, closing a stake of 91,441 shares — an estimated $1.69M sold.

Cedar Wealth Management first reported a position in BTAL in Q2 2023 and held it in 6 quarters. The position peaked at $1.69M in Q4 2024. 71 funds tracked by Wall St. Rank hold BTAL as of Q1 2025.

Cedar Wealth Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2025 after selling out during the quarter.
Cedar Wealth Management sold 91,441 AGF US Market Neutral Anti-Beta Fund shares in Q1 2025, an estimated $1.69M.
Cedar Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2023 and held it in 6 quarters.
Cedar Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $1.69M in Q4 2024.
71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2025.

Based on Cedar Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.