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

Hobbs Group 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
2025 Q3	–	Sell	-23,941	Closed	-$424K	–	159
2025 Q2	$424K	Sell	23,941 -27,365	-53%	-$533K	0.14%	106
2025 Q1	$1.07M	Buy	51,306 +27,687	+117%	+$525K	0.41%	47
2024 Q4	$436K	Sell	23,619 -78	-0.3%	-$1.5K	0.16%	99
2024 Q3	$464K	Sell	23,697 -107,695	-82%	-$2.14M	0.17%	88
2024 Q2	$2.58M	Buy	+131,392	New	+$2.49M	0.98%	19
2023 Q4	$4.12M	Buy	+243,081	New	+$4.83M	1.84%	10

Other funds holding BTAL

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WIA

Wealthedge Investment Advisors New York $272M AUM 10.26% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Hobbs Group Advisors's BTAL Position: Q3 2025 in Review

Hobbs Group Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2025, closing a stake of 23,941 shares — an estimated $424K sold.

Hobbs Group Advisors first reported a position in BTAL in Q4 2023 and held it in 6 quarters. The position peaked at $4.12M in Q4 2023. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2025.

Hobbs Group Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2025 after selling out during the quarter.
Hobbs Group Advisors sold 23,941 AGF US Market Neutral Anti-Beta Fund shares in Q3 2025, an estimated $424K.
Hobbs Group Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2023 and held it in 6 quarters.
Hobbs Group Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $4.12M in Q4 2023.
71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2025.

Based on Hobbs Group Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.