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

CoreCap 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
Q2 		$36.5K Buy
+3,273
New +$39.8K ﹤0.01% 1549
2022
Q4 		$2.43M Sell
114,771
-1,989
-2% -$41.2K 0.17% 100
2022
Q3 		$2.37M Buy
+116,760
New +$2.33M 0.2% 93

Other funds holding BTAL

Fidelity Investments
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
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIBC World Market
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

CoreCap Advisors's BTAL Position: Q2 2026 in Review

CoreCap Advisors opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026: 3,273 shares worth $36.5K. The stake represents ﹤0.01% of the portfolio and ranks #1549 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in BTAL as recently as Q4 2022.

CoreCap Advisors first reported a position in BTAL in Q3 2022 and has held it in 3 quarters since. The position peaked at $2.43M in Q4 2022. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • CoreCap Advisors held 3,273 shares of AGF US Market Neutral Anti-Beta Fund worth $36.5K as of Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund was a new CoreCap Advisors position in Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1549 holding.
  • CoreCap Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2022 and has held it in 3 quarters since.
  • CoreCap Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $2.43M in Q4 2022.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.