OIA
BTAL icon

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
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

PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.01B AUM 17.78% 1-Year Est. Return