LPL Financial’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.27M | Sell |
105,874
-2,928
| -3% | -$35.2K | ﹤0.01% | 4281 |
|
|
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% | +$9.8M | 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% | 2072 |
|
|
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
CFA
LA
LPL Financial's BTAL Position: Q3 2026 in Review
LPL Financial reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 2.7% in Q3 2026, selling an estimated $35.2K and leaving 105,874 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #4281.
LPL Financial first reported a position in BTAL in Q3 2016 and has held it in 32 quarters since. The position peaked at $21.8M in Q1 2023. 43 funds tracked by Wall St. Rank hold BTAL as of Q3 2026.
- LPL Financial held 105,874 shares of AGF US Market Neutral Anti-Beta Fund worth $1.27M as of Q3 2026.
- LPL Financial sold 2,928 AGF US Market Neutral Anti-Beta Fund shares in Q3 2026, an estimated $35.2K.
- AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4281 holding.
- LPL Financial first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2016 and has held it in 32 quarters since.
- LPL Financial's AGF US Market Neutral Anti-Beta Fund position peaked at $21.8M in Q1 2023.
- 43 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2026.
Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.