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

Persium 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	$642K	Buy	+57,600	New	+$700K	0.42%	48

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

CGA

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

Persium Advisors's BTAL Position: Q2 2026 in Review

Persium Advisors opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026: 57,600 shares worth $642K. The stake represents 0.42% of the portfolio and ranks #48 among its holdings.

93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Persium Advisors held 57,600 shares of AGF US Market Neutral Anti-Beta Fund worth $642K as of Q2 2026.
AGF US Market Neutral Anti-Beta Fund was a new Persium Advisors position in Q2 2026.
AGF US Market Neutral Anti-Beta Fund made up 0.42% of Persium Advisors's portfolio in Q2 2026, its #48 holding.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Persium Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.