Cetera Investment Advisers
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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
Q2 		$142K Sell
12,755
-351
-3% -$4.27K ﹤0.01% 4594
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

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
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 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

Cetera Investment Advisers's BTAL Position: Q2 2026 in Review

Cetera Investment Advisers reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 2.7% in Q2 2026, selling an estimated $4.27K and leaving 12,755 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #4594.

Cetera Investment Advisers first reported a position in BTAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.26M in Q1 2023. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Cetera Investment Advisers held 12,755 shares of AGF US Market Neutral Anti-Beta Fund worth $142K as of Q2 2026.
  • Cetera Investment Advisers sold 351 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $4.27K.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4594 holding.
  • Cetera Investment Advisers first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's AGF US Market Neutral Anti-Beta Fund position peaked at $3.26M in Q1 2023.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.