Commonwealth Equity Services
BTAL icon

Commonwealth Equity Services’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Commonwealth Equity Services’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 		$189K Buy
+13,547
New +$190K ﹤0.01% 4023
2025
Q2 		– Sell
-338,781
Closed -$7.06M – 4266
2025
Q1 		$7.06M Buy
338,781
+127,893
+61% +$2.43M 0.01% 1067
2024
Q4 		$3.9M Buy
210,888
+6,931
+3% +$133K 0.01% 1400
2024
Q3 		$4M Sell
203,957
-10,437
-5% -$208K 0.01% 1371
2024
Q2 		$4.21M Buy
214,394
+4,963
+2% +$94.2K 0.01% 1291
2024
Q1 		$3.77M Buy
209,431
+68,073
+48% +$1.24M 0.01% 1352
2023
Q4 		$2.4M Sell
141,358
-29,212
-17% -$581K ﹤0.01% 1568
2023
Q3 		$3.39M Sell
170,570
-16,938
-9% -$321K 0.01% 1260
2023
Q2 		$3.52M Buy
187,508
+56,911
+44% +$1.15M 0.01% 1253
2023
Q1 		$2.66K Buy
130,597
+5,563
+4% +$112K 0.01% 1375
2022
Q4 		$2.65M Buy
125,034
+72,812
+139% +$1.51M 0.01% 1308
2022
Q3 		$1.06M Sell
52,222
-4,879
-9% -$97.2K ﹤0.01% 1852
2022
Q2 		$1.24M Buy
+57,101
New +$1.15M ﹤0.01% 1723
2021
Q2 		– Sell
-14,636
Closed -$250K – 3531
2021
Q1 		$250K Sell
14,636
-17,117
-54% -$307K ﹤0.01% 2938
2020
Q4 		$605K Sell
31,753
-17,833
-36% -$373K ﹤0.01% 2021
2020
Q3 		$1.17M Buy
49,586
+2,106
+4% +$50.4K ﹤0.01% 1400
2020
Q2 		$1.16M Sell
47,480
-4,861
-9% -$120K ﹤0.01% 1337
2020
Q1 		$1.34M Buy
+52,341
New +$1.25M 0.01% 1113

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $723M 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 $61.3B 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 $3.11B AUM 20.67% 1-Year Est. Return

Commonwealth Equity Services's BTAL Position: Q1 2026 in Review

Commonwealth Equity Services opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2026: 13,547 shares worth $189K. The stake represents ﹤0.01% of the portfolio and ranks #4023 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in BTAL as recently as Q1 2025.

Commonwealth Equity Services first reported a position in BTAL in Q1 2020 and has held it in 18 quarters since. The position peaked at $7.06M in Q1 2025. 87 funds tracked by Wall St. Rank hold BTAL as of Q1 2026.

  • Commonwealth Equity Services held 13,547 shares of AGF US Market Neutral Anti-Beta Fund worth $189K as of Q1 2026.
  • AGF US Market Neutral Anti-Beta Fund was a new Commonwealth Equity Services position in Q1 2026.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #4023 holding.
  • Commonwealth Equity Services first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2020 and has held it in 18 quarters since.
  • Commonwealth Equity Services's AGF US Market Neutral Anti-Beta Fund position peaked at $7.06M in Q1 2025.
  • 87 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.