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Creekmur Asset Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Creekmur Asset Management’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 		– Hold
0
– – – 809
2025
Q2 		– Hold
0
– – – 819
2025
Q1 		– Hold
0
– – – 748
2024
Q4 		– Hold
0
– – – 908
2024
Q3 		– Hold
0
– – – 986
2024
Q2 		– Hold
0
– – – 1032
2024
Q1 		– Sell
-1
Closed -$18 – 832
2023
Q4 		$8 Buy
+1
New +$20 ﹤0.01% 791

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

Creekmur Asset Management's BTAL Position: Q3 2025 in Review

Creekmur Asset Management held its AGF US Market Neutral Anti-Beta Fund (BTAL) position steady in Q3 2025 at 0 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Creekmur Asset Management first reported a position in BTAL in Q4 2023 and has held it in 1 quarter since. The position peaked at $8 in Q4 2023. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2025.

  • Creekmur Asset Management held 0 shares of AGF US Market Neutral Anti-Beta Fund worth $8 as of Q3 2025.
  • Creekmur Asset Management left its AGF US Market Neutral Anti-Beta Fund share count unchanged in Q3 2025.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #809 holding.
  • Creekmur Asset Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2023 and has held it in 1 quarter since.
  • Creekmur Asset Management's AGF US Market Neutral Anti-Beta Fund position peaked at $8 in Q4 2023.
  • 71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.