Comprehensive Money Management Services’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Comprehensive Money Management 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 Q2	$221K	Buy	19,855 +4,750	+31%	+$57.8K	0.14%	187
2026 Q1	$211K	Sell	15,105 -1,000	-6%	-$14K	0.14%	183
2025 Q4	$232K	Buy	16,105 +3,250	+25%	+$48.9K	0.16%	177
2025 Q3	$205K	Sell	12,855 -1,550	-11%	-$25.5K	0.14%	177
2025 Q2	$255K	Buy	+14,405	New	+$281K	0.19%	153

Other funds holding BTAL

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 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Comprehensive Money Management Services's BTAL Position: Q2 2026 in Review

Comprehensive Money Management Services increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 31% in Q2 2026, buying an estimated $57.8K and bringing the position to 19,855 shares worth $221K. The position accounts for 0.14% of the portfolio, ranked #187.

Comprehensive Money Management Services first reported a position in BTAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $255K in Q2 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Comprehensive Money Management Services held 19,855 shares of AGF US Market Neutral Anti-Beta Fund worth $221K as of Q2 2026.
Comprehensive Money Management Services bought 4,750 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $57.8K.
AGF US Market Neutral Anti-Beta Fund made up 0.14% of Comprehensive Money Management Services's portfolio in Q2 2026, its #187 holding.
Comprehensive Money Management Services first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2025 and has held it in 5 quarters since.
Comprehensive Money Management Services's AGF US Market Neutral Anti-Beta Fund position peaked at $255K in Q2 2025.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.