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WealthPLAN Partners’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

WealthPLAN Partners’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 		$218K Buy
19,532
+8,483
+77% +$103K 0.04% 208
2026
Q1 		$154K Buy
+11,049
New +$155K 0.03% 215

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 Partners's BTAL Position: Q2 2026 in Review

WealthPLAN Partners increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 77% in Q2 2026, buying an estimated $103K and bringing the position to 19,532 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #208.

WealthPLAN Partners first reported a position in BTAL in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • WealthPLAN Partners held 19,532 shares of AGF US Market Neutral Anti-Beta Fund worth $218K as of Q2 2026.
  • WealthPLAN Partners bought 8,483 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $103K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.04% of WealthPLAN Partners's portfolio in Q2 2026, its #208 holding.
  • WealthPLAN Partners first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.