IFP Advisors, Inc

Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund

CIK 1641866 TAMPA, FL

Position in BTAL

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$496,585

+$120,560 QoQ

Shares Held

35,572

+36.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$496,585	35,572	+36.1%	Shares	Sole	2026-04-13
2025-12-31	$376,025	26,131	+14.3%	Shares	Sole	2026-02-06
2025-09-30	$363,994	22,864	+7.4%	Shares	Sole	2026-02-06
2025-06-30	$376,691	21,282	+5.0%	Shares	Sole	2025-07-24
2025-03-31	$422,405	20,269	+0.7%	Shares	Sole	2025-05-05
2024-12-31	$372,076	20,134	+2.6%	Shares	Sole	2025-02-04
2024-09-30	$384,748	19,630	-25.7%	Shares	Sole	2025-02-04
2024-06-30	$518,262	26,415	+40.4%	Shares	Sole	2024-07-30
2024-03-31	$338,956	18,810	-1.7%	Shares	Sole	2024-07-30
2023-12-31	$324,253	19,130	-15.9%	Shares	Sole	2024-01-09
2023-09-30	$451,715	22,745	-22.1%	Shares	Sole	2023-10-12
2023-06-30	$548,054	29,214	+7.2%	Shares	Sole	2023-08-04
2023-03-31	$555,838	27,247	+101.9%	Shares	Sole	2023-04-18
2022-12-31	$286,165	13,492	+15.1%	Shares	Sole	2023-02-07
2022-09-30	$238,308	11,722	-18.5%	Shares	Sole	2022-11-08
2022-06-30	$313,261	14,383	+8.4%	Shares	Sole	2022-09-06
2022-03-31	$243,426	13,273	+2.0%	Shares	Sole	2022-08-08
2021-12-31	$231,477	13,019	-46.9%	Shares	Sole	2022-01-12
2021-09-30	$417,592	24,521	+2.9%	Shares	Sole	2021-10-06
2021-06-30	$403,355	23,839	-5.4%	Shares	Sole	2021-07-13
2021-03-31	$431,881	25,212	-13.1%	Shares	Sole	2021-04-30
2020-12-31	$553,720	29,021	-3.2%	Shares	Sole	2021-01-25
2020-09-30	$706,968	29,969	+16.0%	Shares	Sole	2020-10-29
2020-06-30	$628,969	25,841	+163.9%	Shares	Sole	2020-08-05
2020-03-31	$251,530	9,791	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.