RFG
BTAL icon

REAP Financial Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

REAP Financial Group’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 		$234K Sell
16,797
-2,545
-13% -$35.7K 0.05% 116
2025
Q4 		$278K Sell
19,342
-291
-1% -$4.38K 0.06% 105
2025
Q3 		$313K Buy
19,633
+3,357
+21% +$55.3K 0.07% 93
2025
Q2 		$288K Sell
16,276
-983
-6% -$19.1K 0.07% 97
2025
Q1 		$360K Sell
17,259
-2,978
-15% -$56.5K 0.09% 81
2024
Q4 		$374K Sell
20,237
-2,833
-12% -$54.5K 0.09% 86
2024
Q3 		$452K Sell
23,070
-5,062
-18% -$101K 0.11% 82
2024
Q2 		$552K Sell
28,132
-7,066
-20% -$134K 0.15% 78
2024
Q1 		$634K Buy
35,198
+1,097
+3% +$19.9K 0.17% 81
2023
Q4 		$578K Buy
+34,101
New +$678K 0.17% 79

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