PAS
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Park Avenue Securities’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Park Avenue Securities’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
Q4 		– Sell
-27,869
Closed -$444K – 1530
2025
Q3 		$444K Buy
+27,869
New +$459K ﹤0.01% 1241

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Park Avenue Securities's BTAL Position: Q4 2025 in Review

Park Avenue Securities sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2025, closing a stake of 27,869 shares — an estimated $444K sold.

Park Avenue Securities first reported a position in BTAL in Q3 2025 and held it in 1 quarter. The position peaked at $444K in Q3 2025. 81 funds tracked by Wall St. Rank hold BTAL as of Q4 2025.

  • Park Avenue Securities reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2025 after selling out during the quarter.
  • Park Avenue Securities sold 27,869 AGF US Market Neutral Anti-Beta Fund shares in Q4 2025, an estimated $444K.
  • Park Avenue Securities first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2025 and held it in 1 quarter.
  • Park Avenue Securities's AGF US Market Neutral Anti-Beta Fund position peaked at $444K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2025.

Based on Park Avenue Securities's 13F filing for Q4 2025, filed 5 Jan 2026.