HighTower Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

HighTower Advisors’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	$8.89M	Sell	797,480 -582,088	-42%	-$7.08M	0.01%	980
2026 Q1	$19.3M	Buy	1,379,568 +1,363,110	+8,282%	+$19.1M	0.02%	628
2025 Q4	$237K	Sell	16,458 -811,653	-98%	-$12.2M	﹤0.01%	3225
2025 Q3	$13.2M	Buy	828,111 +423,483	+105%	+$6.98M	0.02%	742
2025 Q2	$7.16M	Buy	404,628 +8,572	+2%	+$167K	0.01%	946
2025 Q1	$8.25M	Buy	+396,056	New	+$7.51M	0.01%	846
2023 Q3	–	Sell	-12,357	Closed	-$232K	–	3590
2023 Q2	$232K	Buy	+12,357	New	+$249K	﹤0.01%	2755
2023 Q1	–	Sell	-247,351	Closed	-$5.25M	–	3433
2022 Q4	$5.25M	Sell	247,351 -71,253	-22%	-$1.48M	0.01%	830
2022 Q3	$6.48M	Buy	+318,604	New	+$6.34M	0.02%	706

Other funds holding BTAL

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

AWM

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

GSWA

Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return

HighTower Advisors's BTAL Position: Q2 2026 in Review

HighTower Advisors reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 42% in Q2 2026, selling an estimated $7.08M and leaving 797,480 shares worth $8.89M. The position accounts for 0.01% of the portfolio, ranked #980.

HighTower Advisors first reported a position in BTAL in Q3 2022 and has held it in 9 quarters since. The position peaked at $19.3M in Q1 2026. 48 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

HighTower Advisors held 797,480 shares of AGF US Market Neutral Anti-Beta Fund worth $8.89M as of Q2 2026.
HighTower Advisors sold 582,088 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $7.08M.
AGF US Market Neutral Anti-Beta Fund made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #980 holding.
HighTower Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2022 and has held it in 9 quarters since.
HighTower Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $19.3M in Q1 2026.
48 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.