Simplex Trading
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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
Q2 		– Sell
-1,200
Closed -$16.8K – 9325
2026
Q1 		$16.8K Hold
1,200
– – ﹤0.01% 6904
2025
Q4 		$17.3K Sell
1,200
-2,000
-63% -$30.1K ﹤0.01% 6614
2025
Q3 		$50K Buy
+3,200
New +$52.7K ﹤0.01% 6451
2024
Q1 		– Sell
-100
Closed -$1K – 8868
2023
Q4 		$1K Buy
+100
New +$1.99K ﹤0.01% 8438

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 $3.38B AUM 30.57% 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

Simplex Trading's BTAL Position: Q2 2026 in Review

Simplex Trading increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 1,041% in Q2 2026, buying an estimated $113K and bringing the position to 10,151 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #5395.

Simplex Trading first reported a position in BTAL in Q4 2023 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Simplex Trading held 10,151 shares of AGF US Market Neutral Anti-Beta Fund worth $113K as of Q2 2026.
  • Simplex Trading bought 9,261 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $113K.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5395 holding.
  • Simplex Trading first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2023 and has held it in 6 quarters since.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.