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Fortis Group Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Fortis Group 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
2025
Q2 		– Sell
-307,987
Closed -$6.42M – 530
2025
Q1 		$6.42M Buy
307,987
+276,707
+885% +$5.25M 1.25% 20
2024
Q4 		$578K Sell
31,280
-12,472
-29% -$240K 0.11% 121
2024
Q3 		$858K Sell
43,752
-3,346
-7% -$66.6K 0.16% 101
2024
Q2 		$924K Sell
47,098
-326,931
-87% -$6.2M 0.18% 83
2024
Q1 		$6.74M Sell
374,029
-8,955
-2% -$162K 1.24% 24
2023
Q4 		$7.81M Hold
382,984
– – 1.93% 10
2023
Q3 		$7.81M Buy
382,984
+112,326
+42% +$2.13M 2.39% 9
2023
Q2 		$5.08M Sell
270,658
-181,672
-40% -$3.66M 1.35% 22
2023
Q1 		$9.48M Buy
+452,330
New +$9.1M 2.86% 8

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Fortis Group Advisors's BTAL Position: Q2 2025 in Review

Fortis Group Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2025, closing a stake of 307,987 shares — an estimated $6.42M sold.

Fortis Group Advisors first reported a position in BTAL in Q1 2023 and held it in 9 quarters. The position peaked at $9.48M in Q1 2023. 80 funds tracked by Wall St. Rank hold BTAL as of Q2 2025.

  • Fortis Group Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 307,987 AGF US Market Neutral Anti-Beta Fund shares in Q2 2025, an estimated $6.42M.
  • Fortis Group Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2023 and held it in 9 quarters.
  • Fortis Group Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $9.48M in Q1 2023.
  • 80 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2025.

Based on Fortis Group Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.