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Socha Financial Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Socha Financial Group’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
2025
Q1 		– Sell
-28,618
Closed -$529K – 22
2024
Q4 		$529K Buy
28,618
+2,175
+8% +$41.8K 0.25% 13
2024
Q3 		$518K Buy
+26,443
New +$526K 0.22% 12

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Socha Financial Group's BTAL Position: Q1 2025 in Review

Socha Financial Group sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2025, closing a stake of 28,618 shares — an estimated $529K sold.

Socha Financial Group first reported a position in BTAL in Q3 2024 and held it in 2 quarters. The position peaked at $529K in Q4 2024. 71 funds tracked by Wall St. Rank hold BTAL as of Q1 2025.

  • Socha Financial Group reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2025 after selling out during the quarter.
  • Socha Financial Group sold 28,618 AGF US Market Neutral Anti-Beta Fund shares in Q1 2025, an estimated $529K.
  • Socha Financial Group first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2024 and held it in 2 quarters.
  • Socha Financial Group's AGF US Market Neutral Anti-Beta Fund position peaked at $529K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2025.

Based on Socha Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.