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 Q2	$188K	Buy	+16,902	New	+$206K	0.08%	163

Other funds holding BTAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

CGA

Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

RHS Financial's BTAL Position: Q2 2026 in Review

RHS Financial opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026: 16,902 shares worth $188K. The stake represents 0.08% of the portfolio and ranks #163 among its holdings.

93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

RHS Financial held 16,902 shares of AGF US Market Neutral Anti-Beta Fund worth $188K as of Q2 2026.
AGF US Market Neutral Anti-Beta Fund was a new RHS Financial position in Q2 2026.
AGF US Market Neutral Anti-Beta Fund made up 0.08% of RHS Financial's portfolio in Q2 2026, its #163 holding.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.