Focus Partners Wealth
BTAL icon

Focus Partners Wealth’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Focus Partners Wealth’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 		$17.1M Buy
1,537,923
+131,147
+9% +$1.59M 0.02% 542
2026
Q1 		$19.6M Buy
1,406,776
+137,135
+11% +$1.92M 0.02% 501
2025
Q4 		$18.3M Buy
+1,269,641
New +$19.1M 0.02% 513

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
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
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Focus Partners Wealth's BTAL Position: Q2 2026 in Review

Focus Partners Wealth increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 9.3% in Q2 2026, buying an estimated $1.59M and bringing the position to 1,537,923 shares worth $17.1M. The position accounts for 0.02% of the portfolio, ranked #542.

Focus Partners Wealth first reported a position in BTAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.6M in Q1 2026. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Focus Partners Wealth held 1,537,923 shares of AGF US Market Neutral Anti-Beta Fund worth $17.1M as of Q2 2026.
  • Focus Partners Wealth bought 131,147 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $1.59M.
  • AGF US Market Neutral Anti-Beta Fund made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #542 holding.
  • Focus Partners Wealth first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's AGF US Market Neutral Anti-Beta Fund position peaked at $19.6M in Q1 2026.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.