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Global Retirement Partners’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-1,871
Closed -$29.8K – 4260
2025
Q3 		$29.8K Buy
+1,871
New +$30.8K ﹤0.01% 2190
2024
Q4 		$7.93K Buy
429
+18
+4% +$346 ﹤0.01% 2481
2024
Q3 		$8.06K Buy
411
+211
+106% +$4.2K ﹤0.01% 2375
2024
Q2 		$3.92K Sell
200
-14
-7% -$266 ﹤0.01% 2713
2024
Q1 		$3.85K Buy
214
+3
+1% +$54 ﹤0.01% 2504
2023
Q4 		$3.86K Buy
211
+53
+34% +$1.05K ﹤0.01% 2429
2023
Q3 		$3.18K Buy
+158
New +$2.99K ﹤0.01% 2353

Other funds holding BTAL

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Global Retirement Partners's BTAL Position: Q4 2025 in Review

Global Retirement Partners sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2025, closing a stake of 1,871 shares — an estimated $29.8K sold.

Global Retirement Partners first reported a position in BTAL in Q3 2023 and held it in 7 quarters. The position peaked at $29.8K in Q3 2025. 81 funds tracked by Wall St. Rank hold BTAL as of Q4 2025.

  • Global Retirement Partners reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 1,871 AGF US Market Neutral Anti-Beta Fund shares in Q4 2025, an estimated $29.8K.
  • Global Retirement Partners first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2023 and held it in 7 quarters.
  • Global Retirement Partners's AGF US Market Neutral Anti-Beta Fund position peaked at $29.8K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.