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

RHS 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
2026
Q3 		$400K Buy
33,344
+16,442
+97% +$198K 0.14% 114
2026
Q2 		$188K Buy
+16,902
New +$206K 0.08% 163

Other funds holding BTAL

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
IWB
Innovative Wealth Building California, Maryland $181M AUM 14.1% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

RHS Financial's BTAL Position: Q3 2026 in Review

RHS Financial increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 97% in Q3 2026, buying an estimated $198K and bringing the position to 33,344 shares worth $400K. The position accounts for 0.14% of the portfolio, ranked #114.

RHS Financial first reported a position in BTAL in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold BTAL as of Q3 2026.

  • RHS Financial held 33,344 shares of AGF US Market Neutral Anti-Beta Fund worth $400K as of Q3 2026.
  • RHS Financial bought 16,442 AGF US Market Neutral Anti-Beta Fund shares in Q3 2026, an estimated $198K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.14% of RHS Financial's portfolio in Q3 2026, its #114 holding.
  • RHS Financial first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.