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

OneDigital Investment 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
2026 Q2	$6.76M	Buy	606,507 +12,155	+2%	+$148K	0.06%	262
2026 Q1	$8.3M	Sell	594,352 -94,838	-14%	-$1.33M	0.08%	194
2025 Q4	$9.92M	Buy	689,190 +55,609	+9%	+$836K	0.1%	176
2025 Q3	$10.1M	Buy	633,581 +29,979	+5%	+$494K	0.1%	170
2025 Q2	$10.7M	Sell	603,602 -45,618	-7%	-$889K	0.12%	154
2025 Q1	$13.5M	Sell	649,220 -38,219	-6%	-$725K	0.16%	124
2024 Q4	$12.7M	Buy	687,439 +55,740	+9%	+$1.07M	0.15%	133
2024 Q3	$12.4M	Sell	631,699 -63,915	-9%	-$1.27M	0.14%	128
2024 Q2	$13.6M	Buy	695,614 +59,425	+9%	+$1.13M	0.17%	110
2024 Q1	$11.5M	Buy	636,189 +665	+0.1%	+$12.1K	0.18%	114
2023 Q4	$10.8M	Buy	+635,524	New	+$12.6M	0.19%	112

Other funds holding BTAL

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 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CGA

Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

OneDigital Investment Advisors's BTAL Position: Q2 2026 in Review

OneDigital Investment Advisors increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 2% in Q2 2026, buying an estimated $148K and bringing the position to 606,507 shares worth $6.76M. The position accounts for 0.06% of the portfolio, ranked #262.

OneDigital Investment Advisors first reported a position in BTAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q2 2024. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

OneDigital Investment Advisors held 606,507 shares of AGF US Market Neutral Anti-Beta Fund worth $6.76M as of Q2 2026.
OneDigital Investment Advisors bought 12,155 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $148K.
AGF US Market Neutral Anti-Beta Fund made up 0.06% of OneDigital Investment Advisors's portfolio in Q2 2026, its #262 holding.
OneDigital Investment Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2023 and has held it in 11 quarters since.
OneDigital Investment Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $13.6M in Q2 2024.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.