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

Concurrent Investment 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
2025
Q3 		– Sell
-43,954
Closed -$778K – 1516
2025
Q2 		$778K Buy
43,954
+3,704
+9% +$72.2K 0.02% 680
2025
Q1 		$839K Buy
+40,250
New +$763K 0.02% 601

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $272M AUM 10.26% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Concurrent Investment Advisors's BTAL Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2025, closing a stake of 43,954 shares — an estimated $778K sold.

Concurrent Investment Advisors first reported a position in BTAL in Q1 2025 and held it in 2 quarters. The position peaked at $839K in Q1 2025. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 43,954 AGF US Market Neutral Anti-Beta Fund shares in Q3 2025, an estimated $778K.
  • Concurrent Investment Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $839K in Q1 2025.
  • 71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.