Steward Partners Investment Advisory’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Steward Partners Investment Advisory’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	$47.1K	Hold	4,225	–	–	﹤0.01%	2982
2026 Q1	$59K	Buy	4,225 +99	+2%	+$1.39K	﹤0.01%	2700
2025 Q4	$59.4K	Buy	+4,126	New	+$62.1K	﹤0.01%	2576
2025 Q2	–	Sell	-2,830	Closed	-$59K	–	4140
2025 Q1	$59K	Sell	2,830 -1,162	-29%	-$22K	﹤0.01%	2299
2024 Q4	$73.8K	Hold	3,992	–	–	﹤0.01%	2139
2024 Q3	$78.2K	Buy	3,992 +2	+0.1%	+$40	﹤0.01%	2009
2024 Q2	$78.3K	Hold	3,990	–	–	﹤0.01%	1893
2024 Q1	$71.9K	Buy	+3,990	New	+$72.4K	﹤0.01%	1925
2023 Q3	–	Sell	-745	Closed	-$14K	–	3388
2023 Q2	$14K	Buy	+745	New	+$15K	﹤0.01%	2456

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

Steward Partners Investment Advisory's BTAL Position: Q2 2026 in Review

Steward Partners Investment Advisory held its AGF US Market Neutral Anti-Beta Fund (BTAL) position steady in Q2 2026 at 4,225 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2982.

Steward Partners Investment Advisory first reported a position in BTAL in Q2 2023 and has held it in 9 quarters since. The position peaked at $78.3K in Q2 2024. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Steward Partners Investment Advisory held 4,225 shares of AGF US Market Neutral Anti-Beta Fund worth $47.1K as of Q2 2026.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q2 2026, its #2982 holding.
Steward Partners Investment Advisory first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2023 and has held it in 9 quarters since.
Steward Partners Investment Advisory's AGF US Market Neutral Anti-Beta Fund position peaked at $78.3K in Q2 2024.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.