Collaborative Fund Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Collaborative Fund Advisors’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 Q3	$1.79M	Buy	+149,474	New	+$1.8M	0.96%	19

Other funds holding BTAL

Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Collaborative Fund Advisors's BTAL Position: Q3 2026 in Review

Collaborative Fund Advisors opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2026: 149,474 shares worth $1.79M. The stake represents 0.96% of the portfolio and ranks #19 among its holdings.

38 funds tracked by Wall St. Rank hold BTAL as of Q3 2026.

Collaborative Fund Advisors held 149,474 shares of AGF US Market Neutral Anti-Beta Fund worth $1.79M as of Q3 2026.
AGF US Market Neutral Anti-Beta Fund was a new Collaborative Fund Advisors position in Q3 2026.
AGF US Market Neutral Anti-Beta Fund made up 0.96% of Collaborative Fund Advisors's portfolio in Q3 2026, its #19 holding.
38 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2026.

Based on Collaborative Fund Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.