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IFG Advisory’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

IFG Advisory’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 		$4.56M Buy
+409,162
New +$4.98M 0.16% 163

Other funds holding BTAL

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 $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

IFG Advisory's BTAL Position: Q2 2026 in Review

IFG Advisory opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026: 409,162 shares worth $4.56M. The stake represents 0.16% of the portfolio and ranks #163 among its holdings.

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

  • IFG Advisory held 409,162 shares of AGF US Market Neutral Anti-Beta Fund worth $4.56M as of Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund was a new IFG Advisory position in Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund made up 0.16% of IFG Advisory's portfolio in Q2 2026, its #163 holding.
  • 89 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.