Good Steward Wealth Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Good Steward Wealth 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	$1.17M	Buy	104,503 +30,079	+40%	+$366K	0.7%	29
2026 Q1	$1.04M	Buy	74,424 +5,113	+7%	+$71.7K	0.67%	29
2025 Q4	$997K	Buy	69,311 +34,472	+99%	+$518K	0.66%	29
2025 Q3	$555K	Buy	34,839 +22,944	+193%	+$378K	0.38%	32
2025 Q2	$211K	Buy	+11,895	New	+$232K	0.17%	88

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

Good Steward Wealth Advisors's BTAL Position: Q2 2026 in Review

Good Steward Wealth Advisors increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 40% in Q2 2026, buying an estimated $366K and bringing the position to 104,503 shares worth $1.17M. The position accounts for 0.7% of the portfolio, ranked #29.

Good Steward Wealth Advisors first reported a position in BTAL in Q2 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Good Steward Wealth Advisors held 104,503 shares of AGF US Market Neutral Anti-Beta Fund worth $1.17M as of Q2 2026.
Good Steward Wealth Advisors bought 30,079 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $366K.
AGF US Market Neutral Anti-Beta Fund made up 0.7% of Good Steward Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Good Steward Wealth Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2025 and has held it in 5 quarters since.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.