Farther Finance Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Farther Finance Advisors’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	$45.4K	Sell	4,074 -438	-10%	-$5.33K	﹤0.01%	3312
2026 Q1	$62.3K	Buy	4,512 +3,573	+381%	+$50.1K	﹤0.01%	2844
2025 Q4	$13.5K	Buy	939 +808	+617%	+$12.2K	﹤0.01%	3711
2025 Q3	$2.08K	Sell	131 -8,319	-98%	-$137K	﹤0.01%	4126
2025 Q2	$150K	Sell	8,450 -666	-7%	-$13K	﹤0.01%	1547
2025 Q1	$189K	Buy	+9,116	New	+$173K	﹤0.01%	1251

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

Farther Finance Advisors's BTAL Position: Q2 2026 in Review

Farther Finance Advisors reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 9.7% in Q2 2026, selling an estimated $5.33K and leaving 4,074 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3312.

Farther Finance Advisors first reported a position in BTAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $189K in Q1 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Farther Finance Advisors held 4,074 shares of AGF US Market Neutral Anti-Beta Fund worth $45.4K as of Q2 2026.
Farther Finance Advisors sold 438 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $5.33K.
AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3312 holding.
Farther Finance Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2025 and has held it in 6 quarters since.
Farther Finance Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $189K in Q1 2025.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.