CIBC World Market
BTAL icon

CIBC World Market’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

CIBC World Market’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 		$8.74M Sell
783,771
-90,626
-10% -$1.1M 0.01% 469
2026
Q1 		$12.2M Buy
874,397
+86,595
+11% +$1.21M 0.02% 353
2025
Q4 		$11.3M Buy
787,802
+191,817
+32% +$2.88M 0.02% 395
2025
Q3 		$9.49M Buy
595,985
+188,372
+46% +$3.1M 0.02% 422
2025
Q2 		$7.21M Buy
407,613
+387,216
+1,898% +$7.54M 0.01% 446
2025
Q1 		$425K Buy
20,397
+3,182
+18% +$60.3K ﹤0.01% 1074
2024
Q4 		$318K Sell
17,215
-199,287
-92% -$3.83M ﹤0.01% 1157
2024
Q3 		$4.24M Buy
+216,502
New +$4.31M 0.01% 526
2023
Q4 		– Sell
-10,092
Closed -$200K – 1245
2023
Q3 		$200K Sell
10,092
-260,877
-96% -$4.94M ﹤0.01% 1157
2023
Q2 		$5.08M Buy
270,969
+225,076
+490% +$4.54M 0.02% 380
2023
Q1 		$936K Sell
45,893
-67,063
-59% -$1.35M ﹤0.01% 764
2022
Q4 		$2.4M Sell
112,956
-38,689
-26% -$802K 0.01% 530
2022
Q3 		$3.08M Buy
151,645
+46,594
+44% +$928K 0.01% 447
2022
Q2 		$2.29M Sell
105,051
-406,324
-79% -$8.2M 0.01% 511
2022
Q1 		$9.38M Buy
511,375
+292,183
+133% +$5.38M 0.03% 258
2021
Q4 		$3.9M Buy
219,192
+119,080
+119% +$2.02M 0.01% 445
2021
Q3 		$1.71M Sell
100,112
-58,245
-37% -$999K 0.01% 637
2021
Q2 		$2.68M Buy
158,357
+26,192
+20% +$443K 0.01% 514
2021
Q1 		$2.26M Buy
132,165
+23,796
+22% +$427K 0.01% 553
2020
Q4 		$2.07M Sell
108,369
-110,264
-50% -$2.3M 0.01% 558
2020
Q3 		$5.16M Buy
218,633
+58,368
+36% +$1.4M 0.02% 292
2020
Q2 		$3.9M Buy
+160,265
New +$3.96M 0.02% 337
2020
Q1 		– Sell
-64,910
Closed -$1.44M – 1002
2019
Q4 		$1.44M Sell
64,910
-60,898
-48% -$1.41M 0.01% 573
2019
Q3 		$2.98M Sell
125,808
-94,410
-43% -$2.19M 0.01% 386
2019
Q2 		$4.83M Buy
+220,218
New +$4.8M 0.02% 294

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
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
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

CIBC World Market's BTAL Position: Q2 2026 in Review

CIBC World Market reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 10% in Q2 2026, selling an estimated $1.1M and leaving 783,771 shares worth $8.74M. The position accounts for 0.01% of the portfolio, ranked #469.

CIBC World Market first reported a position in BTAL in Q2 2019 and has held it in 25 quarters since. The position peaked at $12.2M in Q1 2026. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • CIBC World Market held 783,771 shares of AGF US Market Neutral Anti-Beta Fund worth $8.74M as of Q2 2026.
  • CIBC World Market sold 90,626 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $1.1M.
  • AGF US Market Neutral Anti-Beta Fund made up 0.01% of CIBC World Market's portfolio in Q2 2026, its #469 holding.
  • CIBC World Market first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2019 and has held it in 25 quarters since.
  • CIBC World Market's AGF US Market Neutral Anti-Beta Fund position peaked at $12.2M in Q1 2026.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.