IIA
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IPG Investment Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

IPG Investment 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
Q1 		$164K Hold
11,776
– – 0.03% 230
2025
Q4 		$169K Hold
11,776
– – 0.03% 213
2025
Q3 		$187K Sell
11,776
-439
-4% -$7.23K 0.03% 201
2025
Q2 		$216K Hold
12,215
– – 0.04% 160
2025
Q1 		$255K Hold
12,215
– – 0.06% 142
2024
Q4 		$226K Hold
12,215
– – 0.05% 148
2024
Q3 		$239K Buy
12,215
+1,903
+18% +$37.9K 0.05% 143
2024
Q2 		$202K Buy
+10,312
New +$196K 0.04% 161

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return