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

Mutual 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
2025 Q2	–	Sell	-42,998	Closed	-$862K	–	1177
2025 Q1	$862K	Buy	42,998 +31,932	+289%	+$605K	0.02%	502
2024 Q4	$199K	Sell	11,066 -1,707	-13%	-$32.8K	0.01%	1029
2024 Q3	$252K	Buy	+12,773	New	+$254K	0.01%	970
2023 Q4	–	Sell	-37,418	Closed	-$743K	–	1011
2023 Q3	$743K	Buy	37,418 +1,037	+3%	+$19.6K	0.03%	497
2023 Q2	$683K	Buy	36,381 +11,799	+48%	+$238K	0.03%	545
2023 Q1	$501K	Buy	+24,582	New	+$495K	0.02%	617

Other funds holding BTAL

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Mutual Advisors's BTAL Position: Q2 2025 in Review

Mutual Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2025, closing a stake of 42,998 shares — an estimated $862K sold.

Mutual Advisors first reported a position in BTAL in Q1 2023 and held it in 6 quarters. The position peaked at $862K in Q1 2025. 80 funds tracked by Wall St. Rank hold BTAL as of Q2 2025.

Mutual Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2025 after selling out during the quarter.
Mutual Advisors sold 42,998 AGF US Market Neutral Anti-Beta Fund shares in Q2 2025, an estimated $862K.
Mutual Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2023 and held it in 6 quarters.
Mutual Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $862K in Q1 2025.
80 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2025.

Based on Mutual Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.