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Cooper Financial Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Cooper Financial Group’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
-10,167
Closed -$180K – 389
2025
Q2 		$180K Sell
10,167
-1,277
-11% -$24.9K 0.02% 366
2025
Q1 		$238K Sell
11,444
-798
-7% -$15.1K 0.03% 341
2024
Q4 		$226K Sell
12,242
-5,631
-32% -$108K 0.03% 359
2024
Q3 		$350K Sell
17,873
-1,428
-7% -$28.4K 0.05% 290
2024
Q2 		$379K Sell
19,301
-4,532
-19% -$86K 0.06% 258
2024
Q1 		$429K Sell
23,833
-7,943
-25% -$144K 0.07% 242
2023
Q4 		$539K Sell
31,776
-2,203
-6% -$43.8K 0.1% 191
2023
Q3 		$675K Sell
33,979
-9,015
-21% -$171K 0.16% 145
2023
Q2 		$807K Sell
42,994
-1,480
-3% -$29.8K 0.2% 120
2023
Q1 		$907K Buy
44,474
+167
+0.4% +$3.36K 0.24% 100
2022
Q4 		$940K Buy
44,307
+6,828
+18% +$142K 0.29% 86
2022
Q3 		$762K Buy
+37,479
New +$746K 0.27% 93
2021
Q1 		– Sell
-19,813
Closed -$378K – 256
2020
Q4 		$378K Sell
19,813
-8,925
-31% -$187K 0.08% 183
2020
Q3 		$678K Buy
28,738
+13,879
+93% +$332K 0.2% 74
2020
Q2 		$362K Buy
+14,859
New +$367K 0.12% 120

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

Cooper Financial Group's BTAL Position: Q3 2025 in Review

Cooper Financial Group sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2025, closing a stake of 10,167 shares — an estimated $180K sold.

Cooper Financial Group first reported a position in BTAL in Q2 2020 and held it in 15 quarters. The position peaked at $940K in Q4 2022. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2025.

  • Cooper Financial Group reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2025 after selling out during the quarter.
  • Cooper Financial Group sold 10,167 AGF US Market Neutral Anti-Beta Fund shares in Q3 2025, an estimated $180K.
  • Cooper Financial Group first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2020 and held it in 15 quarters.
  • Cooper Financial Group's AGF US Market Neutral Anti-Beta Fund position peaked at $940K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2025.

Based on Cooper Financial Group's 13F filing for Q3 2025, filed 7 Oct 2025.