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Innovative Wealth Building’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Innovative Wealth Building’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 		$196K Buy
17,542
+1,615
+10% +$19.6K 0.11% 84
2026
Q1 		$222K Buy
+15,927
New +$223K 0.16% 68

Other funds holding BTAL

CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return

Innovative Wealth Building's BTAL Position: Q2 2026 in Review

Innovative Wealth Building increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 10% in Q2 2026, buying an estimated $19.6K and bringing the position to 17,542 shares worth $196K. The position accounts for 0.11% of the portfolio, ranked #84.

Innovative Wealth Building first reported a position in BTAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $222K in Q1 2026. 48 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Innovative Wealth Building held 17,542 shares of AGF US Market Neutral Anti-Beta Fund worth $196K as of Q2 2026.
  • Innovative Wealth Building bought 1,615 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $19.6K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.11% of Innovative Wealth Building's portfolio in Q2 2026, its #84 holding.
  • Innovative Wealth Building first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2026 and has held it in 2 quarters since.
  • Innovative Wealth Building's AGF US Market Neutral Anti-Beta Fund position peaked at $222K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.