Innovative Wealth Building
BTAL icon

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
Q3 		$230K Buy
19,145
+1,603
+9% +$19.3K 0.13% 79
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Carrera Capital Advisors
Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Innovative Wealth Building's BTAL Position: Q3 2026 in Review

Innovative Wealth Building increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 9.1% in Q3 2026, buying an estimated $19.3K and bringing the position to 19,145 shares worth $230K. The position accounts for 0.13% of the portfolio, ranked #79.

Innovative Wealth Building first reported a position in BTAL in Q1 2026 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold BTAL as of Q3 2026.

  • Innovative Wealth Building held 19,145 shares of AGF US Market Neutral Anti-Beta Fund worth $230K as of Q3 2026.
  • Innovative Wealth Building bought 1,603 AGF US Market Neutral Anti-Beta Fund shares in Q3 2026, an estimated $19.3K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.13% of Innovative Wealth Building's portfolio in Q3 2026, its #79 holding.
  • Innovative Wealth Building first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2026 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.