Dynamic Advisor Solutions
BTAL icon

Dynamic Advisor Solutions’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$552K Sell
45,963
-2,166
-5% -$26.1K 0.02% 634
2026
Q2 		$537K Sell
48,129
-14,006
-23% -$170K 0.02% 665
2026
Q1 		$867K Buy
62,135
+23,599
+61% +$331K 0.03% 497
2025
Q4 		$555K Sell
38,536
-40,042
-51% -$602K 0.02% 606
2025
Q3 		$1.25M Sell
78,578
-446
-0.6% -$7.35K 0.04% 414
2025
Q2 		$1.4M Buy
79,024
+55,744
+239% +$1.09M 0.04% 374
2025
Q1 		$485K Buy
23,280
+1,244
+6% +$23.6K 0.02% 590
2024
Q4 		$407K Sell
22,036
-3,926
-15% -$75.5K 0.02% 463
2024
Q3 		$509K Sell
25,962
-908
-3% -$18.1K 0.02% 614
2024
Q2 		$527K Sell
26,870
-1,319
-5% -$25K 0.02% 615
2024
Q1 		$508K Sell
28,189
-8,729
-24% -$158K 0.02% 601
2023
Q4 		$654K Sell
36,918
-194,795
-84% -$3.87M 0.02% 518
2023
Q3 		$4.6M Buy
231,713
+30,561
+15% +$579K 0.22% 127
2023
Q2 		$3.77M Buy
201,152
+160,909
+400% +$3.25M 0.2% 143
2023
Q1 		$821K Buy
40,243
+16,349
+68% +$329K 0.05% 361
2022
Q4 		$507K Buy
+23,894
New +$495K 0.03% 436
2021
Q1 		– Sell
-15,383
Closed -$294K – 699
2020
Q4 		$294K Sell
15,383
-12,410
-45% -$259K 0.03% 495
2020
Q3 		$656K Sell
27,793
-2,572
-8% -$61.6K 0.07% 268
2020
Q2 		$739K Sell
30,365
-19,568
-39% -$483K 0.1% 224
2020
Q1 		$1.28M Sell
49,933
-131,257
-72% -$3.12M 0.23% 125
2019
Q4 		$4.01M Buy
181,190
+16,713
+10% +$387K 0.55% 39
2019
Q3 		$3.9M Buy
164,477
+36,091
+28% +$837K 0.61% 39
2019
Q2 		$2.82M Buy
128,386
+34,617
+37% +$754K 0.45% 61
2019
Q1 		$2.02M Buy
93,769
+18,823
+25% +$401K 0.38% 70
2018
Q4 		$1.58M Buy
+74,946
New +$1.6M 0.34% 87

Other funds holding BTAL

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
IWB
Innovative Wealth Building California, Maryland $181M AUM 14.1% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Dynamic Advisor Solutions's BTAL Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 4.5% in Q3 2026, selling an estimated $26.1K and leaving 45,963 shares worth $552K. The position accounts for 0.02% of the portfolio, ranked #634.

Dynamic Advisor Solutions first reported a position in BTAL in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.6M in Q3 2023. 14 funds tracked by Wall St. Rank hold BTAL as of Q3 2026.

  • Dynamic Advisor Solutions held 45,963 shares of AGF US Market Neutral Anti-Beta Fund worth $552K as of Q3 2026.
  • Dynamic Advisor Solutions sold 2,166 AGF US Market Neutral Anti-Beta Fund shares in Q3 2026, an estimated $26.1K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #634 holding.
  • Dynamic Advisor Solutions first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2018 and has held it in 25 quarters since.
  • Dynamic Advisor Solutions's AGF US Market Neutral Anti-Beta Fund position peaked at $4.6M in Q3 2023.
  • 14 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.