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

Silverlake 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
Q1 		$248K Buy
+17,758
New +$249K 0.05% 322

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Silverlake Wealth Management's BTAL Position: Q1 2026 in Review

Silverlake Wealth Management opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2026: 17,758 shares worth $248K. The stake represents 0.05% of the portfolio and ranks #322 among its holdings.

87 funds tracked by Wall St. Rank hold BTAL as of Q1 2026.

  • Silverlake Wealth Management held 17,758 shares of AGF US Market Neutral Anti-Beta Fund worth $248K as of Q1 2026.
  • AGF US Market Neutral Anti-Beta Fund was a new Silverlake Wealth Management position in Q1 2026.
  • AGF US Market Neutral Anti-Beta Fund made up 0.05% of Silverlake Wealth Management's portfolio in Q1 2026, its #322 holding.
  • 87 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.