Simplex Trading
BTAL icon

Simplex Trading’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Simplex Trading’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 		$12.4K Sell
890
-908
-51% -$12.7K ﹤0.01% 7159
2025
Q4 		$25.9K Sell
1,798
-2,776
-61% -$41.8K ﹤0.01% 6240
2025
Q3 		$72K Buy
4,574
+3,676
+409% +$60.6K ﹤0.01% 6090
2025
Q2 		$15K Buy
+898
New +$17.5K ﹤0.01% 6990
2025
Q1 		– Hold
0
– – – 8721
2024
Q4 		– Hold
0
– – – 8714
2024
Q3 		– Hold
0
– – – 8695
2024
Q1 		– Sell
-78
Closed -$1K – 9008
2023
Q4 		$1K Buy
+78
New +$1.55K ﹤0.01% 8437
2023
Q3 		– Hold
0
– – – 8864

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $721M 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 $56.9B 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 $3.1B AUM 20.67% 1-Year Est. Return