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 $786M AUM 19.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
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

Vermillion & White Wealth Management Group's BTAL Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2026, closing a stake of 19 shares — an estimated $279 sold.

Vermillion & White Wealth Management Group first reported a position in BTAL in Q4 2023 and held it in 9 quarters. The position peaked at $1.19M in Q4 2023. 87 funds tracked by Wall St. Rank hold BTAL as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 19 AGF US Market Neutral Anti-Beta Fund shares in Q1 2026, an estimated $279.
  • Vermillion & White Wealth Management Group first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's AGF US Market Neutral Anti-Beta Fund position peaked at $1.19M in Q4 2023.
  • 87 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.