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 Q2	$922K	Buy	82,706 +46,323	+127%	+$563K	0.09%	167
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 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

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

Greenwood Capital Associates's BTAL Position: Q2 2026 in Review

Greenwood Capital Associates increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 127% in Q2 2026, buying an estimated $563K and bringing the position to 82,706 shares worth $922K. The position accounts for 0.09% of the portfolio, ranked #167.

Greenwood Capital Associates first reported a position in BTAL in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Greenwood Capital Associates held 82,706 shares of AGF US Market Neutral Anti-Beta Fund worth $922K as of Q2 2026.
Greenwood Capital Associates bought 46,323 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $563K.
AGF US Market Neutral Anti-Beta Fund made up 0.09% of Greenwood Capital Associates's portfolio in Q2 2026, its #167 holding.
Greenwood Capital Associates first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2025 and has held it in 4 quarters since.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.