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 Q1	$6.61M	Buy	+473,811	New	+$6.64M	0.66%	37

Other funds holding BTAL

Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return

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

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return