MWM
BTAL icon

Maridea Wealth Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Maridea Wealth Management’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
-34,887
Closed -$618K – 419
2025
Q2 		$618K Sell
34,887
-186,768
-84% -$3.64M 0.16% 122
2025
Q1 		$4.62M Buy
221,655
+155,228
+234% +$2.94M 1.51% 14
2024
Q4 		$1.23M Buy
+66,427
New +$1.28M 0.4% 42

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $272M AUM 10.26% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Maridea Wealth Management's BTAL Position: Q3 2025 in Review

Maridea Wealth Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2025, closing a stake of 34,887 shares — an estimated $618K sold.

Maridea Wealth Management first reported a position in BTAL in Q4 2024 and held it in 3 quarters. The position peaked at $4.62M in Q1 2025. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2025.

  • Maridea Wealth Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 34,887 AGF US Market Neutral Anti-Beta Fund shares in Q3 2025, an estimated $618K.
  • Maridea Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2024 and held it in 3 quarters.
  • Maridea Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $4.62M in Q1 2025.
  • 71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2025.

Based on Maridea Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.