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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
Q3 		– Sell
-57,600
Closed -$642K – 71
2026
Q2 		$642K Buy
+57,600
New +$700K 0.42% 48

Other funds holding BTAL

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Persium Advisors's BTAL Position: Q3 2026 in Review

Persium Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2026, closing a stake of 57,600 shares — an estimated $642K sold.

Persium Advisors first reported a position in BTAL in Q2 2026 and held it in 1 quarter. The position peaked at $642K in Q2 2026. 7 funds tracked by Wall St. Rank hold BTAL as of Q3 2026.

  • Persium Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2026 after selling out during the quarter.
  • Persium Advisors sold 57,600 AGF US Market Neutral Anti-Beta Fund shares in Q3 2026, an estimated $642K.
  • Persium Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2026 and held it in 1 quarter.
  • Persium Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $642K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.