Raymond James Financial
BTAL icon

Raymond James Financial’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-9,153
Closed -$162K – 5210
2025
Q2 		$162K Buy
+9,153
New +$178K ﹤0.01% 4618
2025
Q1 		– Sell
-10,595
Closed -$196K – 4830
2024
Q4 		$196K Buy
+10,595
New +$204K ﹤0.01% 4410

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $272M AUM 10.26% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Raymond James Financial's BTAL Position: Q3 2025 in Review

Raymond James Financial sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2025, closing a stake of 9,153 shares — an estimated $162K sold.

Raymond James Financial first reported a position in BTAL in Q4 2024 and held it in 2 quarters. The position peaked at $196K in Q4 2024. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2025.

  • Raymond James Financial reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 9,153 AGF US Market Neutral Anti-Beta Fund shares in Q3 2025, an estimated $162K.
  • Raymond James Financial first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2024 and held it in 2 quarters.
  • Raymond James Financial's AGF US Market Neutral Anti-Beta Fund position peaked at $196K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.