Envestnet Asset Management
BTAL icon

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

Envestnet 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
Q1 		$2.58M Buy
184,770
+111,795
+153% +$1.57M ﹤0.01% 2817
2025
Q4 		$1.05M Sell
72,975
-134,412
-65% -$2.02M ﹤0.01% 3239
2025
Q3 		$3.3M Buy
207,387
+135,474
+188% +$2.23M ﹤0.01% 2540
2025
Q2 		$1.27M Sell
71,913
-22,891
-24% -$446K ﹤0.01% 3128
2025
Q1 		$1.98M Buy
94,804
+32,270
+52% +$612K ﹤0.01% 2740
2024
Q4 		$1.16M Sell
62,534
-108,976
-64% -$2.1M ﹤0.01% 3076
2024
Q3 		$3.36M Buy
171,510
+33,440
+24% +$665K ﹤0.01% 2351
2024
Q2 		$2.71M Sell
138,070
-61,295
-31% -$1.16M ﹤0.01% 2425
2024
Q1 		$3.59M Sell
199,365
-172,551
-46% -$3.13M ﹤0.01% 2210
2023
Q4 		$6.3M Buy
371,916
+206,226
+124% +$4.1M ﹤0.01% 1742
2023
Q3 		$3.29M Buy
165,690
+30,502
+23% +$578K ﹤0.01% 2084
2023
Q2 		$2.54M Buy
135,188
+16,469
+14% +$332K ﹤0.01% 2133
2023
Q1 		$2.42M Buy
118,719
+59,152
+99% +$1.19M ﹤0.01% 2076
2022
Q4 		$1.26M Buy
59,567
+14,472
+32% +$300K ﹤0.01% 2471
2022
Q3 		$917K Buy
+45,095
New +$898K ﹤0.01% 2634
2021
Q1 		– Sell
-48,604
Closed -$927K – 3510
2020
Q4 		$927K Buy
48,604
+13,848
+40% +$289K ﹤0.01% 2262
2020
Q3 		$820K Buy
34,756
+17,846
+106% +$427K ﹤0.01% 2138
2020
Q2 		$412K Buy
+16,910
New +$418K ﹤0.01% 2518

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FDCDDQ
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Fidelity Investments
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CCA
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Focus Partners Wealth
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HighTower Advisors
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CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return