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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
2026
Q2 		$1.18M Buy
+105,600
New +$1.28M 0.13% 179
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

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

Maridea Wealth Management's BTAL Position: Q2 2026 in Review

Maridea Wealth Management opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026: 105,600 shares worth $1.18M. The stake represents 0.13% of the portfolio and ranks #179 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in BTAL as recently as Q2 2025.

Maridea Wealth Management first reported a position in BTAL in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.62M in Q1 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Maridea Wealth Management held 105,600 shares of AGF US Market Neutral Anti-Beta Fund worth $1.18M as of Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund was a new Maridea Wealth Management position in Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund made up 0.13% of Maridea Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Maridea Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2024 and has held it in 4 quarters since.
  • Maridea Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $4.62M in Q1 2025.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.