EFG
BTAL icon

Ethos Financial Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Ethos Financial Group’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 		$371K Buy
26,551
+469
+2% +$6.58K 0.03% 363
2025
Q4 		$385K Buy
26,082
+205
+0.8% +$3.08K 0.03% 338
2025
Q3 		$412K Buy
25,877
+648
+3% +$10.7K 0.03% 303
2025
Q2 		$446K Buy
25,229
+5,004
+25% +$97.5K 0.04% 285
2025
Q1 		$386K Hold
20,225
– – 0.04% 285
2024
Q4 		$386K Buy
20,225
+6,663
+49% +$128K 0.05% 193
2024
Q3 		$265K Sell
13,562
-167
-1% -$3.32K 0.04% 224
2024
Q2 		$269K Sell
13,729
-322
-2% -$6.11K 0.05% 216
2024
Q1 		$253K Sell
14,051
-4,712
-25% -$85.5K 0.05% 226
2023
Q4 		$338K Sell
18,763
-410,347
-96% -$8.15M 0.07% 180
2023
Q3 		$8.52M Buy
429,110
+5,588
+1% +$106K 2.2% 14
2023
Q2 		$8.64M Hold
423,522
– – 2.92% 9
2023
Q1 		$8.64M Sell
423,522
-183,958
-30% -$3.7M 2.69% 9
2022
Q4 		$13M Buy
+607,480
New +$12.6M 4.4% 3

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PPW
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FDCDDQ
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
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
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