Krilogy Financial LLC
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1659047
ST. LOUIS, MO
Position in BTAL
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$8,341,965
+$1,810,330 QoQ
Shares Held
597,562
+31.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,341,965 | 597,562 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,531,635 | 453,901 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,773,992 | 362,688 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||