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Highland Investment Advisors LLC’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Highland Investment Advisors LLC’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 		$8.12K Buy
+728
New +$8.85K ﹤0.01% 370

Other funds holding BTAL

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 $103B AUM 28.65% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Highland Investment Advisors LLC's BTAL Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026: 728 shares worth $8.12K. The stake represents ﹤0.01% of the portfolio and ranks #370 among its holdings.

73 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Highland Investment Advisors LLC held 728 shares of AGF US Market Neutral Anti-Beta Fund worth $8.12K as of Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund was a new Highland Investment Advisors LLC position in Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #370 holding.
  • 73 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.