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SHP Wealth Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

SHP Wealth Management’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 		$1.34K Hold
120
– – ﹤0.01% 1505
2026
Q1 		$1.68K Sell
120
-48
-29% -$673 ﹤0.01% 1330
2025
Q4 		$2.41K Buy
+168
New +$2.53K ﹤0.01% 1099

Other funds holding BTAL

Fidelity Investments
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
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
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIBC World Market
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

SHP Wealth Management's BTAL Position: Q2 2026 in Review

SHP Wealth Management held its AGF US Market Neutral Anti-Beta Fund (BTAL) position steady in Q2 2026 at 120 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

SHP Wealth Management first reported a position in BTAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.41K in Q4 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • SHP Wealth Management held 120 shares of AGF US Market Neutral Anti-Beta Fund worth $1.34K as of Q2 2026.
  • SHP Wealth Management left its AGF US Market Neutral Anti-Beta Fund share count unchanged in Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1505 holding.
  • SHP Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $2.41K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.