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

Empirical 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
2026 Q2	$144K	Buy	+12,897	New	+$157K	0.03%	426
2024 Q3	–	Sell	-51,740	Closed	-$1.02M	–	314
2024 Q2	$1.02M	Sell	51,740 -19,461	-27%	-$369K	0.38%	65
2024 Q1	$1.28M	Buy	71,201 +4,739	+7%	+$86K	0.62%	38
2023 Q4	$1.13M	Sell	66,462 -2,642	-4%	-$52.5K	0.92%	26
2023 Q3	$1.37M	Buy	69,104 +52	+0.1%	+$985	1.2%	20
2023 Q2	$1.3M	Buy	69,052 +2,904	+4%	+$58.6K	1.15%	22
2023 Q1	$1.35M	Buy	66,148 +15,716	+31%	+$316K	1.29%	22
2022 Q4	$1.07M	Sell	50,432 -3,118	-6%	-$64.6K	1.13%	18
2022 Q3	$1.09M	Buy	53,550 +1,992	+4%	+$39.7K	1.19%	19
2022 Q2	$1.12M	Buy	51,558 +8,316	+19%	+$168K	1.18%	20
2022 Q1	$793K	Buy	43,242 +6,999	+19%	+$129K	0.75%	45
2021 Q4	$644K	Buy	+36,243	New	+$616K	0.62%	55

Other funds holding BTAL

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 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

CGA

Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

Empirical Asset Management's BTAL Position: Q2 2026 in Review

Empirical Asset Management opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026: 12,897 shares worth $144K. The stake represents 0.03% of the portfolio and ranks #426 among its holdings. This is a return to the name: Empirical Asset Management previously reported a position in BTAL as recently as Q2 2024.

Empirical Asset Management first reported a position in BTAL in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.37M in Q3 2023. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Empirical Asset Management held 12,897 shares of AGF US Market Neutral Anti-Beta Fund worth $144K as of Q2 2026.
AGF US Market Neutral Anti-Beta Fund was a new Empirical Asset Management position in Q2 2026.
AGF US Market Neutral Anti-Beta Fund made up 0.03% of Empirical Asset Management's portfolio in Q2 2026, its #426 holding.
Empirical Asset Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2021 and has held it in 12 quarters since.
Empirical Asset Management's AGF US Market Neutral Anti-Beta Fund position peaked at $1.37M in Q3 2023.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.