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

Crescent Grove 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 		$5.28M Hold
473,811
– – 0.44% 53
2026
Q1 		$6.61M Buy
+473,811
New +$6.64M 0.64% 37

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
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Crescent Grove Advisors's BTAL Position: Q2 2026 in Review

Crescent Grove Advisors held its AGF US Market Neutral Anti-Beta Fund (BTAL) position steady in Q2 2026 at 473,811 shares worth $5.28M. The position accounts for 0.44% of the portfolio, ranked #53.

Crescent Grove Advisors first reported a position in BTAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.61M in Q1 2026. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Crescent Grove Advisors held 473,811 shares of AGF US Market Neutral Anti-Beta Fund worth $5.28M as of Q2 2026.
  • Crescent Grove Advisors left its AGF US Market Neutral Anti-Beta Fund share count unchanged in Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund made up 0.44% of Crescent Grove Advisors's portfolio in Q2 2026, its #53 holding.
  • Crescent Grove Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2026 and has held it in 2 quarters since.
  • Crescent Grove Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $6.61M in Q1 2026.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.