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 Q2	$292K	Sell	26,205 -3,219	-11%	-$39.1K	0.01%	526
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

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 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Creative Financial Designs's BTAL Position: Q2 2026 in Review

Creative Financial Designs reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 11% in Q2 2026, selling an estimated $39.1K and leaving 26,205 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #526.

Creative Financial Designs first reported a position in BTAL in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.63M in Q1 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Creative Financial Designs held 26,205 shares of AGF US Market Neutral Anti-Beta Fund worth $292K as of Q2 2026.
Creative Financial Designs sold 3,219 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $39.1K.
AGF US Market Neutral Anti-Beta Fund made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #526 holding.
Creative Financial Designs first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2024 and has held it in 9 quarters since.
Creative Financial Designs's AGF US Market Neutral Anti-Beta Fund position peaked at $4.63M in Q1 2025.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.