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Defined Financial Planning’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Defined Financial Planning’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
Q2 		– Sell
-30,581
Closed -$635K – 73
2025
Q1 		$635K Sell
30,581
-241
-0.8% -$4.57K 0.64% 28
2024
Q4 		$570K Buy
+30,822
New +$593K 0.61% 29

Other funds holding BTAL

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Defined Financial Planning's BTAL Position: Q2 2025 in Review

Defined Financial Planning sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2025, closing a stake of 30,581 shares — an estimated $635K sold.

Defined Financial Planning first reported a position in BTAL in Q4 2024 and held it in 2 quarters. The position peaked at $635K in Q1 2025. 80 funds tracked by Wall St. Rank hold BTAL as of Q2 2025.

  • Defined Financial Planning reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2025 after selling out during the quarter.
  • Defined Financial Planning sold 30,581 AGF US Market Neutral Anti-Beta Fund shares in Q2 2025, an estimated $635K.
  • Defined Financial Planning first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2024 and held it in 2 quarters.
  • Defined Financial Planning's AGF US Market Neutral Anti-Beta Fund position peaked at $635K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2025.

Based on Defined Financial Planning's 13F filing for Q2 2025, filed 23 Jul 2025.