Goodman Advisory Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Goodman Advisory Group’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	-5,755	Closed	-$120K	–	157
2025 Q1	$120K	Buy	+5,755	New	+$109K	0.04%	86
2023 Q1	–	Sell	-3,243	Closed	-$69K	–	161
2022 Q4	$69K	Sell	3,243 -912,034	-100%	-$18.9M	0.04%	69
2022 Q3	$18.6M	Buy	915,277 +909,636	+16,125%	+$18.1M	10.15%	3
2022 Q2	$123K	Buy	+5,641	New	+$114K	0.05%	59

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Goodman Advisory Group's BTAL Position: Q2 2025 in Review

Goodman Advisory Group sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2025, closing a stake of 5,755 shares — an estimated $120K sold.

Goodman Advisory Group first reported a position in BTAL in Q2 2022 and held it in 4 quarters. The position peaked at $18.6M in Q3 2022. 80 funds tracked by Wall St. Rank hold BTAL as of Q2 2025.

Goodman Advisory Group reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2025 after selling out during the quarter.
Goodman Advisory Group sold 5,755 AGF US Market Neutral Anti-Beta Fund shares in Q2 2025, an estimated $120K.
Goodman Advisory Group first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2022 and held it in 4 quarters.
Goodman Advisory Group's AGF US Market Neutral Anti-Beta Fund position peaked at $18.6M in Q3 2022.
80 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2025.

Based on Goodman Advisory Group's 13F filing for Q2 2025, filed 18 Aug 2025.