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Latitude Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Latitude Advisors’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 		$1.12M Sell
100,681
-33,365
-25% -$406K 0.45% 55
2026
Q1 		$1.87M Buy
134,046
+51,692
+63% +$725K 0.86% 25
2025
Q4 		$1.19M Sell
82,354
-2,000
-2% -$30.1K 0.52% 44
2025
Q3 		$1.34M Buy
84,354
+70,844
+524% +$1.17M 0.61% 33
2025
Q2 		$239K Buy
+13,510
New +$263K 0.12% 183
2023
Q4 		– Sell
-10,215
Closed -$203K – 177
2023
Q3 		$203K Sell
10,215
-1,324
-11% -$25.1K 0.15% 157
2023
Q2 		$216K Buy
+11,539
New +$233K 0.15% 148
2022
Q4 		– Sell
-12,434
Closed -$253K – 160
2022
Q3 		$253K Sell
12,434
-2,264
-15% -$45.1K 0.21% 112
2022
Q2 		$318K Sell
14,698
-14,315
-49% -$289K 0.29% 95
2022
Q1 		$532K Sell
29,013
-12,187
-30% -$225K 0.12% 169
2021
Q4 		$733K Sell
41,200
-912
-2% -$15.5K 0.2% 106
2021
Q3 		$717K Buy
42,112
+26,293
+166% +$451K 0.23% 89
2021
Q2 		$268K Sell
15,819
-5,032
-24% -$85.1K 0.2% 129
2021
Q1 		$357K Buy
20,851
+5,295
+34% +$95K 0.29% 84
2020
Q4 		$297K Buy
+15,556
New +$325K 0.26% 95

Other funds holding BTAL

Fidelity Investments
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
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIBC World Market
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

Latitude Advisors's BTAL Position: Q2 2026 in Review

Latitude Advisors reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 25% in Q2 2026, selling an estimated $406K and leaving 100,681 shares worth $1.12M. The position accounts for 0.45% of the portfolio, ranked #55.

Latitude Advisors first reported a position in BTAL in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.87M in Q1 2026. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Latitude Advisors held 100,681 shares of AGF US Market Neutral Anti-Beta Fund worth $1.12M as of Q2 2026.
  • Latitude Advisors sold 33,365 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $406K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.45% of Latitude Advisors's portfolio in Q2 2026, its #55 holding.
  • Latitude Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2020 and has held it in 15 quarters since.
  • Latitude Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $1.87M in Q1 2026.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.