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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
Q3 		$46.8K Buy
3,901
+628
+19% +$7.56K ﹤0.01% 1439
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

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
IWB
Innovative Wealth Building California, Maryland $181M AUM 14.1% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

CoreCap Advisors's BTAL Position: Q3 2026 in Review

CoreCap Advisors increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 19% in Q3 2026, buying an estimated $7.56K and bringing the position to 3,901 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

CoreCap Advisors first reported a position in BTAL in Q3 2022 and has held it in 4 quarters since. The position peaked at $2.43M in Q4 2022. 9 funds tracked by Wall St. Rank hold BTAL as of Q3 2026.

  • CoreCap Advisors held 3,901 shares of AGF US Market Neutral Anti-Beta Fund worth $46.8K as of Q3 2026.
  • CoreCap Advisors bought 628 AGF US Market Neutral Anti-Beta Fund shares in Q3 2026, an estimated $7.56K.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1439 holding.
  • CoreCap Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2022 and has held it in 4 quarters since.
  • CoreCap Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $2.43M in Q4 2022.
  • 9 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.