KAS
BTAL icon

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
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

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