Smartleaf Asset Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Smartleaf Asset 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	$1.36K	Hold	121	–	–	﹤0.01%	3040
2026 Q1	$1.74K	Hold	121	–	–	﹤0.01%	2997
2025 Q4	$1.74K	Buy	121 +34	+39%	+$511	﹤0.01%	3024
2025 Q3	$1.37K	Hold	87	–	–	﹤0.01%	2691
2025 Q2	$1.53K	Hold	87	–	–	﹤0.01%	2399
2025 Q1	$1.79K	Hold	87	–	–	﹤0.01%	2497
2024 Q4	$1.61K	Hold	87	–	–	﹤0.01%	2576
2024 Q3	$1.7K	Hold	87	–	–	﹤0.01%	2529
2024 Q2	$1.7K	Hold	87	–	–	﹤0.01%	2281
2024 Q1	$1.58K	Buy	87 +29	+50%	+$526	﹤0.01%	1514
2023 Q4	$965	Buy	+58	New	+$1.15K	﹤0.01%	1041

Other funds holding BTAL

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 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Smartleaf Asset Management's BTAL Position: Q2 2026 in Review

Smartleaf Asset Management held its AGF US Market Neutral Anti-Beta Fund (BTAL) position steady in Q2 2026 at 121 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #3040.

Smartleaf Asset Management first reported a position in BTAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.79K in Q1 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Smartleaf Asset Management held 121 shares of AGF US Market Neutral Anti-Beta Fund worth $1.36K as of Q2 2026.
Smartleaf Asset Management left its AGF US Market Neutral Anti-Beta Fund share count unchanged in Q2 2026.
AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3040 holding.
Smartleaf Asset Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's AGF US Market Neutral Anti-Beta Fund position peaked at $1.79K in Q1 2025.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.