PCA
BTAL icon

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
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

PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return