Reyes Financial Architecture’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Reyes Financial Architecture’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	-1,102	Closed	-$19.5K	–	304
2025 Q2	$19.5K	Sell	1,102 -12,606	-92%	-$246K	0.02%	200
2025 Q1	$286K	Sell	13,708 -62,538	-82%	-$1.19M	0.21%	57
2024 Q4	$1.41M	Buy	+76,246	New	+$1.47M	1.11%	17

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 Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Reyes Financial Architecture's BTAL Position: Q3 2025 in Review

Reyes Financial Architecture sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2025, closing a stake of 1,102 shares — an estimated $19.5K sold.

Reyes Financial Architecture first reported a position in BTAL in Q4 2024 and held it in 3 quarters. The position peaked at $1.41M in Q4 2024. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2025.

Reyes Financial Architecture reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2025 after selling out during the quarter.
Reyes Financial Architecture sold 1,102 AGF US Market Neutral Anti-Beta Fund shares in Q3 2025, an estimated $19.5K.
Reyes Financial Architecture first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2024 and held it in 3 quarters.
Reyes Financial Architecture's AGF US Market Neutral Anti-Beta Fund position peaked at $1.41M in Q4 2024.
71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2025.

Based on Reyes Financial Architecture's 13F filing for Q3 2025, filed 12 Nov 2025.