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TD Waterhouse Canada’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

TD Waterhouse Canada’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 		– Sell
-282
Closed -$3.88K – 2422
2026
Q1 		$3.88K Sell
282
-2,136
-88% -$29.9K ﹤0.01% 1954
2025
Q4 		$34.7K Sell
2,418
-75,251
-97% -$1.13M ﹤0.01% 1275
2025
Q3 		$1.22M Sell
77,669
-24,673
-24% -$406K 0.01% 532
2025
Q2 		$1.84M Buy
102,342
+65,048
+174% +$1.27M 0.01% 439
2025
Q1 		$771K Buy
37,294
+17,952
+93% +$340K 0.01% 568
2024
Q4 		$358K Buy
+19,342
New +$372K ﹤0.01% 682
2024
Q1 		– Sell
-855
Closed -$15.2K – 1793
2023
Q4 		$15.2K Buy
855
+799
+1,427% +$15.9K ﹤0.01% 1173
2023
Q3 		$1.52K Buy
56
+4
+8% +$76 ﹤0.01% 1524
2023
Q2 		$1.28K Buy
+52
New +$1.05K ﹤0.01% 1586
2023
Q1 		– Sell
-35,900
Closed -$770K – 1746
2022
Q4 		$770K Buy
+35,900
New +$744K 0.01% 449
2022
Q3 		– Sell
-1,495
Closed -$41.9K – 1714
2022
Q2 		$41.9K Buy
+1,495
New +$30.2K ﹤0.01% 956

Other funds holding BTAL

Fidelity Investments
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
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

TD Waterhouse Canada's BTAL Position: Q2 2026 in Review

TD Waterhouse Canada sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026, closing a stake of 282 shares — an estimated $3.88K sold.

TD Waterhouse Canada first reported a position in BTAL in Q2 2022 and held it in 11 quarters. The position peaked at $1.84M in Q2 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • TD Waterhouse Canada reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2026 after selling out during the quarter.
  • TD Waterhouse Canada sold 282 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $3.88K.
  • TD Waterhouse Canada first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2022 and held it in 11 quarters.
  • TD Waterhouse Canada's AGF US Market Neutral Anti-Beta Fund position peaked at $1.84M in Q2 2025.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.