CFD
BTAL icon

Creative Financial Designs’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Creative Financial Designs’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
Q1 		$411K Sell
29,424
-7,774
-21% -$109K 0.03% 374
2025
Q4 		$535K Sell
37,198
-187,094
-83% -$2.81M 0.03% 318
2025
Q3 		$3.57M Buy
224,292
+5,487
+3% +$90.4K 0.24% 93
2025
Q2 		$3.87M Sell
218,805
-3,322
-1% -$64.7K 0.28% 83
2025
Q1 		$4.63M Buy
222,127
+31,759
+17% +$602K 0.37% 61
2024
Q4 		$3.52M Buy
190,368
+31,742
+20% +$611K 0.29% 78
2024
Q3 		$3.11M Buy
158,626
+12,788
+9% +$254K 0.26% 83
2024
Q2 		$2.86M Buy
+145,838
New +$2.77M 0.25% 83

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return