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WealthPlan Investment Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

WealthPlan Investment Management’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 		$2.87M Buy
257,710
+2,222
+0.9% +$27K 0.14% 130
2026
Q1 		$3.57M Buy
255,488
+174,506
+215% +$2.45M 0.2% 110
2025
Q4 		$1.17M Buy
+80,982
New +$1.22M 0.07% 185

Other funds holding BTAL

Fidelity Investments
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
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
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

WealthPlan Investment Management's BTAL Position: Q2 2026 in Review

WealthPlan Investment Management increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 0.87% in Q2 2026, buying an estimated $27K and bringing the position to 257,710 shares worth $2.87M. The position accounts for 0.14% of the portfolio, ranked #130.

WealthPlan Investment Management first reported a position in BTAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.57M in Q1 2026. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • WealthPlan Investment Management held 257,710 shares of AGF US Market Neutral Anti-Beta Fund worth $2.87M as of Q2 2026.
  • WealthPlan Investment Management bought 2,222 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $27K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.14% of WealthPlan Investment Management's portfolio in Q2 2026, its #130 holding.
  • WealthPlan Investment Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2025 and has held it in 3 quarters since.
  • WealthPlan Investment Management's AGF US Market Neutral Anti-Beta Fund position peaked at $3.57M in Q1 2026.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.