Krilogy Financial
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
Q3 		$11.6M Buy
942,778
+120,159
+15% +$1.45M 0.32% 54
2026
Q2 		$9.17M Buy
822,619
+225,057
+38% +$2.74M 0.27% 68
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

WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
IWB
Innovative Wealth Building California, Maryland $181M AUM 14.1% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Krilogy Financial's BTAL Position: Q3 2026 in Review

Krilogy Financial increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 15% in Q3 2026, buying an estimated $1.45M and bringing the position to 942,778 shares worth $11.6M. The position accounts for 0.32% of the portfolio, ranked #54.

Krilogy Financial first reported a position in BTAL in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold BTAL as of Q3 2026.

  • Krilogy Financial held 942,778 shares of AGF US Market Neutral Anti-Beta Fund worth $11.6M as of Q3 2026.
  • Krilogy Financial bought 120,159 AGF US Market Neutral Anti-Beta Fund shares in Q3 2026, an estimated $1.45M.
  • AGF US Market Neutral Anti-Beta Fund made up 0.32% of Krilogy Financial's portfolio in Q3 2026, its #54 holding.
  • Krilogy Financial first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.