CIBC Private Wealth Group
BTAL icon

CIBC Private Wealth Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

CIBC Private Wealth Group’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
Q4 		$835 Hold
58
– – ﹤0.01% 2953
2025
Q3 		$923 Sell
58
-42
-42% -$692 ﹤0.01% 2832
2025
Q2 		$1.77K Buy
+100
New +$1.95K ﹤0.01% 2670
2024
Q3 		– Sell
-4
Closed -$78 – 3136
2024
Q2 		$78 Hold
4
– – ﹤0.01% 3095
2024
Q1 		$73 Buy
+4
New +$73 ﹤0.01% 3017

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

CIBC Private Wealth Group's BTAL Position: Q4 2025 in Review

CIBC Private Wealth Group held its AGF US Market Neutral Anti-Beta Fund (BTAL) position steady in Q4 2025 at 58 shares worth $835. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

CIBC Private Wealth Group first reported a position in BTAL in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.77K in Q2 2025. 81 funds tracked by Wall St. Rank hold BTAL as of Q4 2025.

  • CIBC Private Wealth Group held 58 shares of AGF US Market Neutral Anti-Beta Fund worth $835 as of Q4 2025.
  • CIBC Private Wealth Group left its AGF US Market Neutral Anti-Beta Fund share count unchanged in Q4 2025.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2953 holding.
  • CIBC Private Wealth Group first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2024 and has held it in 5 quarters since.
  • CIBC Private Wealth Group's AGF US Market Neutral Anti-Beta Fund position peaked at $1.77K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.