Kestra Advisory Services’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Kestra Advisory Services’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	$4.55M	Buy	407,856 +15,385	+4%	+$187K	0.01%	898
2026 Q1	$5.48M	Buy	392,471 +14,363	+4%	+$201K	0.02%	744
2025 Q4	$5.44M	Buy	378,108 +44,538	+13%	+$670K	0.02%	686
2025 Q3	$5.31M	Buy	+333,570	New	+$5.49M	0.02%	648
2023 Q3	–	Sell	-46,111	Closed	-$865K	–	2123
2023 Q2	$865K	Buy	46,111 +1,969	+4%	+$39.7K	0.01%	1045
2023 Q1	$900K	Buy	+44,142	New	+$888K	0.01%	993
2021 Q1	–	Sell	-19,074	Closed	-$365K	–	1874
2020 Q4	$365K	Buy	+19,074	New	+$399K	﹤0.01%	1359

Other funds holding BTAL

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 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Kestra Advisory Services's BTAL Position: Q2 2026 in Review

Kestra Advisory Services increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 3.9% in Q2 2026, buying an estimated $187K and bringing the position to 407,856 shares worth $4.55M. The position accounts for 0.01% of the portfolio, ranked #898.

Kestra Advisory Services first reported a position in BTAL in Q4 2020 and has held it in 7 quarters since. The position peaked at $5.48M in Q1 2026. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Kestra Advisory Services held 407,856 shares of AGF US Market Neutral Anti-Beta Fund worth $4.55M as of Q2 2026.
Kestra Advisory Services bought 15,385 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $187K.
AGF US Market Neutral Anti-Beta Fund made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #898 holding.
Kestra Advisory Services first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2020 and has held it in 7 quarters since.
Kestra Advisory Services's AGF US Market Neutral Anti-Beta Fund position peaked at $5.48M in Q1 2026.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.