GCA
BTAL icon

Greenwood Capital Associates’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Greenwood Capital Associates’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
Q1 		$508K Buy
36,383
+12,164
+50% +$171K 0.06% 201
2025
Q4 		$349K Buy
24,219
+7,725
+47% +$116K 0.04% 228
2025
Q3 		$263K Buy
+16,494
New +$272K 0.03% 246

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
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
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Greenwood Capital Associates's BTAL Position: Q1 2026 in Review

Greenwood Capital Associates increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 50% in Q1 2026, buying an estimated $171K and bringing the position to 36,383 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #201.

Greenwood Capital Associates first reported a position in BTAL in Q3 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold BTAL as of Q1 2026.

  • Greenwood Capital Associates held 36,383 shares of AGF US Market Neutral Anti-Beta Fund worth $508K as of Q1 2026.
  • Greenwood Capital Associates bought 12,164 AGF US Market Neutral Anti-Beta Fund shares in Q1 2026, an estimated $171K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.06% of Greenwood Capital Associates's portfolio in Q1 2026, its #201 holding.
  • Greenwood Capital Associates first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.