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HUB Investment Partners’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

HUB Investment Partners’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 		$176K Hold
15,818
– – ﹤0.01% 1229
2026
Q1 		$221K Hold
15,818
– – 0.01% 954
2025
Q4 		$228K Hold
15,818
– – 0.01% 791
2025
Q3 		$252K Hold
15,818
– – 0.01% 616
2025
Q2 		$280K Hold
15,818
– – 0.01% 533
2025
Q1 		$330K Hold
15,818
– – 0.01% 423
2024
Q4 		$292K Hold
15,818
– – 0.01% 410
2024
Q3 		$310K Hold
15,818
– – 0.01% 372
2024
Q2 		$310K Hold
15,818
– – 0.01% 358
2024
Q1 		$285K Hold
15,818
– – 0.02% 368
2023
Q4 		$268K Buy
+15,818
New +$314K 0.02% 336

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

HUB Investment Partners's BTAL Position: Q2 2026 in Review

HUB Investment Partners held its AGF US Market Neutral Anti-Beta Fund (BTAL) position steady in Q2 2026 at 15,818 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

HUB Investment Partners first reported a position in BTAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $330K in Q1 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • HUB Investment Partners held 15,818 shares of AGF US Market Neutral Anti-Beta Fund worth $176K as of Q2 2026.
  • HUB Investment Partners 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 HUB Investment Partners's portfolio in Q2 2026, its #1229 holding.
  • HUB Investment Partners first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2023 and has held it in 11 quarters since.
  • HUB Investment Partners's AGF US Market Neutral Anti-Beta Fund position peaked at $330K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.