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 		$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

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

Simplex Trading's BTAL Position: Q1 2026 in Review

Simplex Trading reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 51% in Q1 2026, selling an estimated $12.7K and leaving 890 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #7159.

Simplex Trading first reported a position in BTAL in Q4 2023 and has held it in 5 quarters since. The position peaked at $72K in Q3 2025. 87 funds tracked by Wall St. Rank hold BTAL as of Q1 2026.

  • Simplex Trading held 890 shares of AGF US Market Neutral Anti-Beta Fund worth $12.4K as of Q1 2026.
  • Simplex Trading sold 908 AGF US Market Neutral Anti-Beta Fund shares in Q1 2026, an estimated $12.7K.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7159 holding.
  • Simplex Trading first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2023 and has held it in 5 quarters since.
  • Simplex Trading's AGF US Market Neutral Anti-Beta Fund position peaked at $72K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.