Jones Financial Companies
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Jones Financial Companies’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Jones Financial Companies’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 		$9.05K Buy
+796
New +$9.68K ﹤0.01% 3839

Other funds holding BTAL

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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

Jones Financial Companies's BTAL Position: Q2 2026 in Review

Jones Financial Companies opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026: 796 shares worth $9.05K. The stake represents ﹤0.01% of the portfolio and ranks #3839 among its holdings.

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

  • Jones Financial Companies held 796 shares of AGF US Market Neutral Anti-Beta Fund worth $9.05K as of Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund was a new Jones Financial Companies position in Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3839 holding.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.