VisionPoint Advisory Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

VisionPoint Advisory 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
2025 Q1	–	Sell	-4,827	Closed	-$88.9K	–	222
2024 Q4	$88.9K	Buy	4,827 +2,037	+73%	+$39.2K	0.03%	241
2024 Q3	$54.7K	Sell	2,790 -3	-0.1%	-$60	0.02%	233
2024 Q2	$54.8K	Buy	2,793 +61	+2%	+$1.16K	0.02%	259
2024 Q1	$49.2K	Sell	2,732 -901	-25%	-$16.3K	0.02%	268
2023 Q4	$61.6K	Buy	+3,633	New	+$72.2K	0.02%	222
2023 Q3	–	Sell	-4,945	Closed	-$92.8K	–	711
2023 Q2	$92.8K	Buy	+4,945	New	+$99.7K	0.04%	180

Other funds holding BTAL

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VisionPoint Advisory Group's BTAL Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2025, closing a stake of 4,827 shares — an estimated $88.9K sold.

VisionPoint Advisory Group first reported a position in BTAL in Q2 2023 and held it in 6 quarters. The position peaked at $92.8K in Q2 2023. 71 funds tracked by Wall St. Rank hold BTAL as of Q1 2025.

VisionPoint Advisory Group reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 4,827 AGF US Market Neutral Anti-Beta Fund shares in Q1 2025, an estimated $88.9K.
VisionPoint Advisory Group first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2023 and held it in 6 quarters.
VisionPoint Advisory Group's AGF US Market Neutral Anti-Beta Fund position peaked at $92.8K in Q2 2023.
71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.