LPL Financial
BTAL icon

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

LPL 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
Q2 		$1.21M Buy
108,802
+1,289
+1% +$15.7K ﹤0.01% 4254
2026
Q1 		$1.5M Sell
107,513
-13,070
-11% -$183K ﹤0.01% 3783
2025
Q4 		$1.74M Sell
120,583
-440,299
-79% -$6.62M ﹤0.01% 3533
2025
Q3 		$8.93M Buy
560,882
+119,392
+27% +$1.97M ﹤0.01% 1975
2025
Q2 		$7.81M Sell
441,490
-261,611
-37% -$5.1M ﹤0.01% 1945
2025
Q1 		$14.7M Buy
703,101
+293,893
+72% +$5.57M 0.01% 1352
2024
Q4 		$7.56M Sell
409,208
-41,085
-9% -$790K ﹤0.01% 1752
2024
Q3 		$8.83M Buy
450,293
+79,094
+21% +$1.57M ﹤0.01% 1547
2024
Q2 		$7.28M Sell
371,199
-2,021
-0.5% -$38.3K ﹤0.01% 1572
2024
Q1 		$6.72M Buy
373,220
+75,041
+25% +$1.36M ﹤0.01% 1580
2023
Q4 		$5.05M Sell
298,179
-175,474
-37% -$3.49M ﹤0.01% 1675
2023
Q3 		$9.41M Sell
473,653
-65,660
-12% -$1.24M 0.01% 1198
2023
Q2 		$10.1M Sell
539,313
-530,251
-50% -$10.7M 0.01% 1132
2023
Q1 		$21.8M Buy
1,069,564
+486,367
+83% +$9.78M 0.02% 717
2022
Q4 		$12.4M Buy
583,197
+288,444
+98% +$5.98M 0.01% 915
2022
Q3 		$5.99M Buy
294,753
+133,819
+83% +$2.66M 0.01% 1258
2022
Q2 		$3.5M Buy
160,934
+140,211
+677% +$2.83M ﹤0.01% 1623
2022
Q1 		$380K Buy
+20,723
New +$382K ﹤0.01% 3389
2021
Q2 		– Sell
-34,641
Closed -$593K – 4233
2021
Q1 		$593K Sell
34,641
-785
-2% -$14.1K ﹤0.01% 2877
2020
Q4 		$676K Sell
35,426
-37,919
-52% -$792K ﹤0.01% 2490
2020
Q3 		$1.73M Buy
73,345
+18,798
+34% +$450K ﹤0.01% 1549
2020
Q2 		$1.33M Sell
54,547
-52,917
-49% -$1.31M ﹤0.01% 1619
2020
Q1 		$2.76M Buy
107,464
+18,095
+20% +$430K 0.01% 1011
2019
Q4 		$1.98M Buy
89,369
+62,987
+239% +$1.46M ﹤0.01% 1363
2019
Q3 		$625K Buy
26,382
+7,536
+40% +$175K ﹤0.01% 2101
2019
Q2 		$413K Buy
18,846
+4,552
+32% +$99.2K ﹤0.01% 2428
2019
Q1 		$308K Buy
14,294
+125
+0.9% +$2.66K ﹤0.01% 2609
2018
Q4 		$313K Buy
+14,169
New +$302K ﹤0.01% 2427
2017
Q2 		– Sell
-18,150
Closed -$361K – 2823
2017
Q1 		$361K Buy
18,150
+3,153
+21% +$61.1K ﹤0.01% 2071
2016
Q4 		$292K Sell
14,997
-833
-5% -$16.8K ﹤0.01% 2198
2016
Q3 		$331K Buy
+15,830
New +$345K ﹤0.01% 2048

Other funds holding BTAL

CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 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 $103B AUM 28.65% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return

LPL Financial's BTAL Position: Q2 2026 in Review

LPL Financial increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 1.2% in Q2 2026, buying an estimated $15.7K and bringing the position to 108,802 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #4254.

LPL Financial first reported a position in BTAL in Q3 2016 and has held it in 31 quarters since. The position peaked at $21.8M in Q1 2023. 48 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • LPL Financial held 108,802 shares of AGF US Market Neutral Anti-Beta Fund worth $1.21M as of Q2 2026.
  • LPL Financial bought 1,289 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $15.7K.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4254 holding.
  • LPL Financial first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2016 and has held it in 31 quarters since.
  • LPL Financial's AGF US Market Neutral Anti-Beta Fund position peaked at $21.8M in Q1 2023.
  • 48 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.