Cetera Investment Advisers
BTAL icon

Cetera Investment Advisers’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Cetera Investment Advisers’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
Q1 		$183K Sell
13,106
-1,510
-10% -$21.2K ﹤0.01% 4309
2025
Q4 		$210K Sell
14,616
-2,193
-13% -$33K ﹤0.01% 4199
2025
Q3 		$268K Sell
16,809
-3,565
-17% -$58.7K ﹤0.01% 3927
2025
Q2 		$361K Sell
20,374
-120
-0.6% -$2.34K ﹤0.01% 3238
2025
Q1 		$427K Sell
20,494
-343
-2% -$6.5K ﹤0.01% 2970
2024
Q4 		$385K Sell
20,837
-250
-1% -$4.81K ﹤0.01% 2901
2024
Q3 		$413K Sell
21,087
-6,371
-23% -$127K ﹤0.01% 2812
2024
Q2 		$539K Sell
27,458
-2,692
-9% -$51.1K ﹤0.01% 2536
2024
Q1 		$543K Sell
30,150
-115,794
-79% -$2.1M ﹤0.01% 2536
2023
Q4 		$2.47M Buy
145,944
+9,756
+7% +$194K 0.02% 703
2023
Q3 		$2.7M Buy
136,188
+16,585
+14% +$314K 0.02% 628
2023
Q2 		$2.24M Sell
119,603
-40,223
-25% -$811K 0.02% 718
2023
Q1 		$3.26M Buy
159,826
+80,712
+102% +$1.62M 0.03% 539
2022
Q4 		$1.68M Buy
+79,114
New +$1.64M 0.02% 772

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return