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BTAL icon

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

QVR’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 		– Sell
-86,018
Closed -$1.24M – 167
2025
Q4 		$1.24M Buy
86,018
+73,386
+581% +$1.1M 0.06% 39
2025
Q3 		$201K Buy
+12,632
New +$208K 0.02% 82

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $723M 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 $61.3B 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 $3.11B AUM 20.67% 1-Year Est. Return

QVR's BTAL Position: Q1 2026 in Review

QVR sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2026, closing a stake of 86,018 shares — an estimated $1.24M sold.

QVR first reported a position in BTAL in Q3 2025 and held it in 2 quarters. The position peaked at $1.24M in Q4 2025. 87 funds tracked by Wall St. Rank hold BTAL as of Q1 2026.

  • QVR reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2026 after selling out during the quarter.
  • QVR sold 86,018 AGF US Market Neutral Anti-Beta Fund shares in Q1 2026, an estimated $1.24M.
  • QVR first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2025 and held it in 2 quarters.
  • QVR's AGF US Market Neutral Anti-Beta Fund position peaked at $1.24M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2026.

Based on QVR's 13F filing for Q1 2026, filed 15 Apr 2026.