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Harbour Investments’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Harbour Investments’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 		$647 Hold
58
– – ﹤0.01% 4317
2026
Q1 		$810 Hold
58
– – ﹤0.01% 4153
2025
Q4 		$835 Sell
58
-489
-89% -$7.35K ﹤0.01% 3488
2025
Q3 		$8.71K Sell
547
-31,792
-98% -$524K ﹤0.01% 2753
2025
Q2 		$572K Sell
32,339
-663
-2% -$12.9K 0.01% 721
2025
Q1 		$688K Buy
33,002
+32,944
+56,800% +$625K 0.02% 612
2024
Q4 		$1.07K Hold
58
– – ﹤0.01% 3155
2024
Q3 		$1.14K Hold
58
– – ﹤0.01% 3068
2024
Q2 		$1.14K Sell
58
-62
-52% -$1.18K ﹤0.01% 2966
2024
Q1 		$2.16K Sell
120
-81
-40% -$1.47K ﹤0.01% 2764
2023
Q4 		$3.41K Buy
+201
New +$3.99K ﹤0.01% 2542

Other funds holding BTAL

Fidelity Investments
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
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

Harbour Investments's BTAL Position: Q2 2026 in Review

Harbour Investments held its AGF US Market Neutral Anti-Beta Fund (BTAL) position steady in Q2 2026 at 58 shares worth $647. The position accounts for ﹤0.01% of the portfolio, ranked #4317.

Harbour Investments first reported a position in BTAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $688K in Q1 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Harbour Investments held 58 shares of AGF US Market Neutral Anti-Beta Fund worth $647 as of Q2 2026.
  • Harbour Investments left its AGF US Market Neutral Anti-Beta Fund share count unchanged in Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4317 holding.
  • Harbour Investments first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2023 and has held it in 11 quarters since.
  • Harbour Investments's AGF US Market Neutral Anti-Beta Fund position peaked at $688K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.