L.M. Kohn & Company’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

L.M. Kohn & Company’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
2025 Q3	–	Sell	-32,183	Closed	-$570K	–	145
2025 Q2	$570K	Buy	+32,183	New	+$627K	0.15%	124
2023 Q2	–	Sell	-21,975	Closed	-$448K	–	239
2023 Q1	$448K	Buy	21,975 +8,178	+59%	+$165K	0.19%	126
2022 Q4	$293K	Buy	+13,797	New	+$286K	0.14%	159

Other funds holding BTAL

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WIA

Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

L.M. Kohn & Company's BTAL Position: Q3 2025 in Review

L.M. Kohn & Company sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2025, closing a stake of 32,183 shares — an estimated $570K sold.

L.M. Kohn & Company first reported a position in BTAL in Q4 2022 and held it in 3 quarters. The position peaked at $570K in Q2 2025. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2025.

L.M. Kohn & Company reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 32,183 AGF US Market Neutral Anti-Beta Fund shares in Q3 2025, an estimated $570K.
L.M. Kohn & Company first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2022 and held it in 3 quarters.
L.M. Kohn & Company's AGF US Market Neutral Anti-Beta Fund position peaked at $570K in Q2 2025.
71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.