IPG Investment Advisors LLC
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1602237
SAN DIEGO, CA
Position in BTAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$169,212
+$4,820 QoQ
Shares Held
15,176
+28.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#22
of 42 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in BTAL Over Time
Shares Held
Position Value (USD)
All Filings in BTAL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,212 | 15,176 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $164,392 | 11,776 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $169,456 | 11,776 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $187,473 | 11,776 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $216,205 | 12,215 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $254,560 | 12,215 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $225,733 | 12,215 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $239,414 | 12,215 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $202,321 | 10,312 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||