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Tactive Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Tactive Advisors’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
Q4 		– Sell
-23,134
Closed -$368K – 258
2025
Q3 		$368K Sell
23,134
-385,312
-94% -$6.35M 0.1% 175
2025
Q2 		$7.23M Buy
+408,446
New +$7.96M 2.34% 7
2024
Q1 		$12.6M Buy
701,236
+104,382
+17% +$1.89M 6.72% 2
2023
Q4 		$10.1M Buy
+596,854
New +$11.9M 6.51% 4

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CIBC World Market
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
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Tactive Advisors's BTAL Position: Q4 2025 in Review

Tactive Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2025, closing a stake of 23,134 shares — an estimated $368K sold.

Tactive Advisors first reported a position in BTAL in Q4 2023 and held it in 4 quarters. The position peaked at $12.6M in Q1 2024. 81 funds tracked by Wall St. Rank hold BTAL as of Q4 2025.

  • Tactive Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2025 after selling out during the quarter.
  • Tactive Advisors sold 23,134 AGF US Market Neutral Anti-Beta Fund shares in Q4 2025, an estimated $368K.
  • Tactive Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2023 and held it in 4 quarters.
  • Tactive Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $12.6M in Q1 2024.
  • 81 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2025.

Based on Tactive Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.