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Park Square Financial Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Park Square Financial Group’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
-43
Closed -$685 – 247
2025
Q3 		$685 Buy
+43
New +$708 ﹤0.01% 233

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CIBC World Market
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OIA
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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
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Park Square Financial Group's BTAL Position: Q4 2025 in Review

Park Square Financial Group sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2025, closing a stake of 43 shares — an estimated $685 sold.

Park Square Financial Group first reported a position in BTAL in Q3 2025 and held it in 1 quarter. The position peaked at $685 in Q3 2025. 81 funds tracked by Wall St. Rank hold BTAL as of Q4 2025.

  • Park Square Financial Group reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2025 after selling out during the quarter.
  • Park Square Financial Group sold 43 AGF US Market Neutral Anti-Beta Fund shares in Q4 2025, an estimated $685.
  • Park Square Financial Group first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2025 and held it in 1 quarter.
  • Park Square Financial Group's AGF US Market Neutral Anti-Beta Fund position peaked at $685 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 Square Financial Group's 13F filing for Q4 2025, filed 5 Feb 2026.