SWM
BTAL icon

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
Q2 		– Sell
-17,758
Closed -$248K – 399
2026
Q1 		$248K Buy
+17,758
New +$249K 0.05% 322

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

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

Silverlake Wealth Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026, closing a stake of 17,758 shares — an estimated $248K sold.

Silverlake Wealth Management first reported a position in BTAL in Q1 2026 and held it in 1 quarter. The position peaked at $248K in Q1 2026. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Silverlake Wealth Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2026 after selling out during the quarter.
  • Silverlake Wealth Management sold 17,758 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $248K.
  • Silverlake Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2026 and held it in 1 quarter.
  • Silverlake Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $248K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.