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Strategic Wealth Partners’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Strategic Wealth Partners’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 		$4.27K Buy
306
+11
+4% +$154 ﹤0.01% 1061
2025
Q4 		$4.25K Sell
295
-19,608
-99% -$295K ﹤0.01% 1082
2025
Q3 		$317K Buy
+19,903
New +$328K 0.02% 277

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

Strategic Wealth Partners's BTAL Position: Q1 2026 in Review

Strategic Wealth Partners increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 3.7% in Q1 2026, buying an estimated $154 and bringing the position to 306 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Strategic Wealth Partners first reported a position in BTAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $317K in Q3 2025. 87 funds tracked by Wall St. Rank hold BTAL as of Q1 2026.

  • Strategic Wealth Partners held 306 shares of AGF US Market Neutral Anti-Beta Fund worth $4.27K as of Q1 2026.
  • Strategic Wealth Partners bought 11 AGF US Market Neutral Anti-Beta Fund shares in Q1 2026, an estimated $154.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1061 holding.
  • Strategic Wealth Partners first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's AGF US Market Neutral Anti-Beta Fund position peaked at $317K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.