PMV Capital Advisers’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

PMV Capital Advisers’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	$2.1M	Sell	188,303 -58,318	-24%	-$709K	3.15%	10
2026 Q1	$3.44M	Buy	246,621 +30,234	+14%	+$424K	5.81%	4
2025 Q4	$3.11M	Buy	216,387 +11,624	+6%	+$175K	5.67%	5
2025 Q3	$3.26M	Buy	204,763 +53,603	+35%	+$883K	6.33%	4
2025 Q2	$2.68M	Buy	151,160 +17,455	+13%	+$340K	5.96%	4
2025 Q1	$2.79M	Buy	133,705 +129,935	+3,447%	+$2.46M	6.77%	3
2024 Q4	$69.7K	Buy	+3,770	New	+$72.5K	0.19%	33

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

PMV Capital Advisers's BTAL Position: Q2 2026 in Review

PMV Capital Advisers reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 24% in Q2 2026, selling an estimated $709K and leaving 188,303 shares worth $2.1M. The position accounts for 3.15% of the portfolio, ranked #10.

PMV Capital Advisers first reported a position in BTAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.44M in Q1 2026. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

PMV Capital Advisers held 188,303 shares of AGF US Market Neutral Anti-Beta Fund worth $2.1M as of Q2 2026.
PMV Capital Advisers sold 58,318 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $709K.
AGF US Market Neutral Anti-Beta Fund made up 3.15% of PMV Capital Advisers's portfolio in Q2 2026, its #10 holding.
PMV Capital Advisers first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2024 and has held it in 7 quarters since.
PMV Capital Advisers's AGF US Market Neutral Anti-Beta Fund position peaked at $3.44M in Q1 2026.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on PMV Capital Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.