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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
Q2 		$169K Buy
15,176
+3,400
+29% +$41.3K 0.02% 253
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $104B AUM 28.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

IPG Investment Advisors's BTAL Position: Q2 2026 in Review

IPG Investment Advisors increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 29% in Q2 2026, buying an estimated $41.3K and bringing the position to 15,176 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #253.

IPG Investment Advisors first reported a position in BTAL in Q2 2024 and has held it in 9 quarters since. The position peaked at $255K in Q1 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • IPG Investment Advisors held 15,176 shares of AGF US Market Neutral Anti-Beta Fund worth $169K as of Q2 2026.
  • IPG Investment Advisors bought 3,400 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $41.3K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.02% of IPG Investment Advisors's portfolio in Q2 2026, its #253 holding.
  • IPG Investment Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2024 and has held it in 9 quarters since.
  • IPG Investment Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $255K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.