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Evolution Wealth Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Evolution Wealth 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 		$2.23K Hold
200
– – ﹤0.01% 814
2026
Q1 		$2.79K Sell
200
-354
-64% -$4.96K ﹤0.01% 698
2025
Q4 		$7.97K Buy
+554
New +$8.33K 0.01% 475
2025
Q3 		– Sell
-6,882
Closed -$122K – 604
2025
Q2 		$122K Buy
+6,882
New +$134K 0.15% 106

Other funds holding BTAL

Fidelity Investments
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
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIBC World Market
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

Evolution Wealth Management's BTAL Position: Q2 2026 in Review

Evolution Wealth Management held its AGF US Market Neutral Anti-Beta Fund (BTAL) position steady in Q2 2026 at 200 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Evolution Wealth Management first reported a position in BTAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $122K in Q2 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Evolution Wealth Management held 200 shares of AGF US Market Neutral Anti-Beta Fund worth $2.23K as of Q2 2026.
  • Evolution Wealth Management left its AGF US Market Neutral Anti-Beta Fund share count unchanged in Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #814 holding.
  • Evolution Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $122K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.