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 Q2	$131K	Buy	+11,791	New	+$143K	﹤0.01%	2519
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

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

Tidal Investments's BTAL Position: Q2 2026 in Review

Tidal Investments opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026: 11,791 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #2519 among its holdings. This is a return to the name: Tidal Investments previously reported a position in BTAL as recently as Q4 2025.

Tidal Investments first reported a position in BTAL in Q4 2018 and has held it in 26 quarters since. The position peaked at $4.88M in Q3 2020. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Tidal Investments held 11,791 shares of AGF US Market Neutral Anti-Beta Fund worth $131K as of Q2 2026.
AGF US Market Neutral Anti-Beta Fund was a new Tidal Investments position in Q2 2026.
AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #2519 holding.
Tidal Investments first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2018 and has held it in 26 quarters since.
Tidal Investments's AGF US Market Neutral Anti-Beta Fund position peaked at $4.88M in Q3 2020.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.