HI
BTAL icon

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
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

PPW
Pasadena Private Wealth Pasadena, California $721M 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 $56.9B 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 $3.1B AUM 20.67% 1-Year Est. Return