Focus Partners Wealth
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1542153
ST LOUIS, MO
Position in BTAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,147,841
-$2,490,751 QoQ
Shares Held
1,537,923
+9.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3
of 42 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTAL Over Time
Shares Held
Position Value (USD)
All Filings in BTAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,147,841 | 1,537,923 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $19,638,592 | 1,406,776 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,270,133 | 1,269,641 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||