IA
BTAL icon

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

IFP 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 		$498K Buy
44,633
+9,061
+25% +$110K 0.01% 1044
2026
Q1 		$497K Buy
35,572
+9,441
+36% +$132K 0.01% 962
2025
Q4 		$376K Buy
26,131
+3,267
+14% +$49.1K 0.01% 1056
2025
Q3 		$364K Buy
22,864
+1,582
+7% +$26.1K 0.01% 993
2025
Q2 		$377K Buy
21,282
+1,013
+5% +$19.7K 0.01% 954
2025
Q1 		$422K Buy
20,269
+135
+0.7% +$2.56K 0.01% 831
2024
Q4 		$372K Buy
20,134
+504
+3% +$9.69K 0.01% 858
2024
Q3 		$385K Sell
19,630
-6,785
-26% -$135K 0.01% 796
2024
Q2 		$518K Buy
26,415
+7,605
+40% +$144K 0.02% 644
2024
Q1 		$339K Sell
18,810
-320
-2% -$5.81K 0.01% 750
2023
Q4 		$324K Sell
19,130
-3,615
-16% -$71.8K 0.02% 736
2023
Q3 		$452K Sell
22,745
-6,469
-22% -$123K 0.02% 631
2023
Q2 		$548K Buy
29,214
+1,967
+7% +$39.7K 0.02% 621
2023
Q1 		$634K Buy
27,247
+13,755
+102% +$277K 0.03% 517
2022
Q4 		$316K Buy
13,492
+1,770
+15% +$36.7K 0.01% 1116
2022
Q3 		$277K Sell
11,722
-2,661
-19% -$53K 0.01% 1236
2022
Q2 		$338K Hold
14,383
– – 0.01% 1011
2022
Q1 		$338K Buy
14,383
+1,364
+10% +$25.1K 0.01% 1011
2021
Q4 		$235K Sell
13,019
-11,502
-47% -$195K ﹤0.01% 877
2021
Q3 		$419K Buy
24,521
+682
+3% +$11.7K 0.01% 641
2021
Q2 		$406K Sell
23,839
-1,373
-5% -$23.2K 0.01% 618
2021
Q1 		$431K Sell
25,212
-3,809
-13% -$68.3K 0.01% 566
2020
Q4 		$553K Sell
29,021
-948
-3% -$19.8K 0.02% 478
2020
Q3 		$709K Buy
29,969
+4,128
+16% +$98.9K 0.04% 353
2020
Q2 		$627K Buy
25,841
+16,050
+164% +$396K 0.05% 366
2020
Q1 		$247K Sell
9,791
-32,747
-77% -$779K 0.02% 512
2019
Q4 		$940K Sell
42,538
-1,942
-4% -$45K 0.07% 294
2019
Q3 		$1.05M Buy
+44,480
New +$1.03M 0.07% 291

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

IFP Advisors's BTAL Position: Q2 2026 in Review

IFP Advisors increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 25% in Q2 2026, buying an estimated $110K and bringing the position to 44,633 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #1044.

IFP Advisors first reported a position in BTAL in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.05M in Q3 2019. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • IFP Advisors held 44,633 shares of AGF US Market Neutral Anti-Beta Fund worth $498K as of Q2 2026.
  • IFP Advisors bought 9,061 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $110K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1044 holding.
  • IFP Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2019 and has held it in 28 quarters since.
  • IFP Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $1.05M in Q3 2019.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.