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

Fiscal Wisdom 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
Q1 		– Sell
-19,599
Closed -$282K – 95
2025
Q4 		$282K Buy
19,599
+9,509
+94% +$143K 0.27% 63
2025
Q3 		$158K Buy
+10,090
New +$166K 0.15% 77

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Fiscal Wisdom Wealth Management's BTAL Position: Q1 2026 in Review

Fiscal Wisdom Wealth Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2026, closing a stake of 19,599 shares — an estimated $282K sold.

Fiscal Wisdom Wealth Management first reported a position in BTAL in Q3 2025 and held it in 2 quarters. The position peaked at $282K in Q4 2025. 87 funds tracked by Wall St. Rank hold BTAL as of Q1 2026.

  • Fiscal Wisdom Wealth Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2026 after selling out during the quarter.
  • Fiscal Wisdom Wealth Management sold 19,599 AGF US Market Neutral Anti-Beta Fund shares in Q1 2026, an estimated $282K.
  • Fiscal Wisdom Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2025 and held it in 2 quarters.
  • Fiscal Wisdom Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $282K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.