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RoundAngle Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

RoundAngle Advisors’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
-13,409
Closed -$237K – 60
2025
Q2 		$237K Buy
+13,409
New +$261K 0.2% 57

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

RoundAngle Advisors's BTAL Position: Q3 2025 in Review

RoundAngle Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2025, closing a stake of 13,409 shares — an estimated $237K sold.

RoundAngle Advisors first reported a position in BTAL in Q2 2025 and held it in 1 quarter. The position peaked at $237K in Q2 2025. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2025.

  • RoundAngle Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2025 after selling out during the quarter.
  • RoundAngle Advisors sold 13,409 AGF US Market Neutral Anti-Beta Fund shares in Q3 2025, an estimated $237K.
  • RoundAngle Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2025 and held it in 1 quarter.
  • RoundAngle Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $237K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2025.

Based on RoundAngle Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.