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Tower Research Capital (TRC)’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Tower Research Capital (TRC)’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
Q2 		– Sell
-480
Closed -$10K – 5274
2025
Q1 		$10K Buy
+480
New +$9.1K ﹤0.01% 3692
2013
Q4 		– Sell
-200
Closed -$4K – 4473
2013
Q3 		$4K Buy
+200
New +$4.02K ﹤0.01% 3773

Other funds holding BTAL

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Tower Research Capital (TRC)'s BTAL Position: Q2 2025 in Review

Tower Research Capital (TRC) sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2025, closing a stake of 480 shares — an estimated $10K sold.

Tower Research Capital (TRC) first reported a position in BTAL in Q3 2013 and held it in 2 quarters. The position peaked at $10K in Q1 2025. 80 funds tracked by Wall St. Rank hold BTAL as of Q2 2025.

  • Tower Research Capital (TRC) reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 480 AGF US Market Neutral Anti-Beta Fund shares in Q2 2025, an estimated $10K.
  • Tower Research Capital (TRC) first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2013 and held it in 2 quarters.
  • Tower Research Capital (TRC)'s AGF US Market Neutral Anti-Beta Fund position peaked at $10K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2025, filed 15 Aug 2025.