TI
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Tidal Investments’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Tidal Investments’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 		– Sell
-22,007
Closed -$317K – 2371
2025
Q4 		$317K Sell
22,007
-11,869
-35% -$179K ﹤0.01% 1840
2025
Q3 		$539K Buy
33,876
+4,747
+16% +$78.2K ﹤0.01% 1533
2025
Q2 		$516K Buy
+29,129
New +$567K ﹤0.01% 1383
2025
Q1 		– Sell
-28,468
Closed -$526K – 1855
2024
Q4 		$526K Sell
28,468
-10,435
-27% -$201K ﹤0.01% 1355
2024
Q3 		$762K Sell
38,903
-9,761
-20% -$194K 0.01% 1147
2024
Q2 		$955K Sell
48,664
-2,163
-4% -$41K 0.01% 928
2024
Q1 		$916K Sell
50,827
-4,206
-8% -$76.3K 0.02% 915
2023
Q4 		$933K Buy
55,033
+873
+2% +$17.3K 0.02% 661
2023
Q3 		$1.08M Sell
54,160
-32,441
-37% -$614K 0.03% 517
2023
Q2 		$1.63M Buy
86,601
+11,887
+16% +$240K 0.05% 381
2023
Q1 		$1.52M Sell
74,714
-1,972
-3% -$39.7K 0.05% 367
2022
Q4 		$1.63M Buy
76,686
+5,931
+8% +$123K 0.06% 317
2022
Q3 		$1.44M Buy
70,755
+2,718
+4% +$54.1K 0.06% 284
2022
Q2 		$1.48M Buy
68,037
+8,835
+15% +$178K 0.05% 293
2022
Q1 		$1.09M Sell
59,202
-16,693
-22% -$308K 0.03% 401
2021
Q4 		$1.35M Buy
75,895
+12,581
+20% +$214K 0.04% 323
2021
Q3 		$1.08M Sell
63,314
-3,043
-5% -$52.2K 0.04% 312
2021
Q2 		$1.12M Sell
66,357
-16,899
-20% -$286K 0.04% 260
2021
Q1 		$1.43M Sell
83,256
-124,599
-60% -$2.24M 0.07% 148
2020
Q4 		$3.96M Buy
207,855
+757
+0.4% +$15.8K 0.27% 57
2020
Q3 		$4.88M Buy
+207,098
New +$4.96M 0.65% 26
2019
Q4 		– Sell
-83,986
Closed -$1.99M – 205
2019
Q3 		$1.99M Buy
83,986
+10,223
+14% +$237K 0.9% 38
2019
Q2 		$1.62M Buy
73,763
+9,449
+15% +$206K 0.89% 40
2019
Q1 		$1.39M Sell
64,314
-5,214
-7% -$111K 0.93% 38
2018
Q4 		$1.54M Buy
+69,528
New +$1.48M 1.18% 31

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 $675M AUM 17.92% 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 $103B AUM 28.65% 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 $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Tidal Investments's BTAL Position: Q1 2026 in Review

Tidal Investments sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2026, closing a stake of 22,007 shares — an estimated $317K sold.

Tidal Investments first reported a position in BTAL in Q4 2018 and held it in 25 quarters. The position peaked at $4.88M in Q3 2020. 87 funds tracked by Wall St. Rank hold BTAL as of Q1 2026.

  • Tidal Investments reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2026 after selling out during the quarter.
  • Tidal Investments sold 22,007 AGF US Market Neutral Anti-Beta Fund shares in Q1 2026, an estimated $317K.
  • Tidal Investments first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2018 and held it in 25 quarters.
  • Tidal Investments's AGF US Market Neutral Anti-Beta Fund position peaked at $4.88M in Q3 2020.
  • 87 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.