IP
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Ignite Planners’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Ignite Planners’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
Q3 		$335K Buy
27,880
+17,116
+159% +$206K 0.04% 341
2026
Q2 		$120K Buy
+10,764
New +$131K 0.02% 421

Other funds holding BTAL

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
IWB
Innovative Wealth Building California, Maryland $181M AUM 14.1% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ignite Planners's BTAL Position: Q3 2026 in Review

Ignite Planners increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 159% in Q3 2026, buying an estimated $206K and bringing the position to 27,880 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #341.

Ignite Planners first reported a position in BTAL in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold BTAL as of Q3 2026.

  • Ignite Planners held 27,880 shares of AGF US Market Neutral Anti-Beta Fund worth $335K as of Q3 2026.
  • Ignite Planners bought 17,116 AGF US Market Neutral Anti-Beta Fund shares in Q3 2026, an estimated $206K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.04% of Ignite Planners's portfolio in Q3 2026, its #341 holding.
  • Ignite Planners first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.