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

Invested 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 		$316K Buy
+28,329
New +$344K 0.28% 100

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
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
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Invested Advisors's BTAL Position: Q2 2026 in Review

Invested Advisors opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026: 28,329 shares worth $316K. The stake represents 0.28% of the portfolio and ranks #100 among its holdings.

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

  • Invested Advisors held 28,329 shares of AGF US Market Neutral Anti-Beta Fund worth $316K as of Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund was a new Invested Advisors position in Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund made up 0.28% of Invested Advisors's portfolio in Q2 2026, its #100 holding.
  • 38 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.