VWWMG
BTAL icon

Vermillion & White Wealth Management Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Vermillion & White Wealth Management Group’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
-19
Closed -$279 – 131
2025
Q4 		$279 Hold
19
– – ﹤0.01% 561
2025
Q3 		$309 Hold
19
– – ﹤0.01% 552
2025
Q2 		$343 Hold
19
– – ﹤0.01% 517
2025
Q1 		$404 Sell
19
-3,732
-99% -$70.8K ﹤0.01% 497
2024
Q4 		$69.3K Hold
3,751
– – 0.05% 109
2024
Q3 		$73.5K Hold
3,751
– – 0.05% 103
2024
Q2 		$73.6K Hold
3,751
– – 0.06% 103
2024
Q1 		$67.6K Sell
3,751
-66,438
-95% -$1.21M 0.05% 101
2023
Q4 		$1.19M Buy
+70,189
New +$1.39M 1.15% 19

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $721M 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 $649M AUM 19.82% 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 $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return