Dynamic Advisor Solutions LLC
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1599747
PHOENIX, AZ
Position in BTAL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$867,404
+$312,871 QoQ
Shares Held
62,135
+61.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $867,404 | 62,135 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $554,533 | 38,536 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,250,961 | 78,578 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,398,724 | 79,024 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $485,155 | 23,280 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $407,225 | 22,036 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $508,855 | 25,962 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $527,189 | 26,870 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $507,965 | 28,189 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $625,760 | 36,918 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,601,820 | 231,713 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,773,611 | 201,152 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $820,957 | 40,243 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $506,791 | 23,894 | Shares | Sole | 2023-01-13 | |
| 2020-12-31 | $293,507 | 15,383 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $655,636 | 27,793 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $739,084 | 30,365 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,282,778 | 49,933 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||