KF
BTAL icon

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

Krilogy Financial’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 		$7.68M Buy
597,562
+143,661
+32% +$2.01M 0.25% 71
2025
Q4 		$6.43M Buy
453,901
+91,213
+25% +$1.37M 0.22% 76
2025
Q3 		$5.4M Buy
+362,688
New +$5.97M 0.2% 78

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $723M 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 $61.3B 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
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return

Krilogy Financial's BTAL Position: Q1 2026 in Review

Krilogy Financial increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 32% in Q1 2026, buying an estimated $2.01M and bringing the position to 597,562 shares worth $7.68M. The position accounts for 0.25% of the portfolio, ranked #71.

Krilogy Financial first reported a position in BTAL in Q3 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold BTAL as of Q1 2026.

  • Krilogy Financial held 597,562 shares of AGF US Market Neutral Anti-Beta Fund worth $7.68M as of Q1 2026.
  • Krilogy Financial bought 143,661 AGF US Market Neutral Anti-Beta Fund shares in Q1 2026, an estimated $2.01M.
  • AGF US Market Neutral Anti-Beta Fund made up 0.25% of Krilogy Financial's portfolio in Q1 2026, its #71 holding.
  • Krilogy Financial first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.