Cetera Investment Advisers
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1666741
SCHAUMBURG, IL
Position in BTAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$142,218
-$40,741 QoQ
Shares Held
12,755
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 42 holders
Holding Since
Dec 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,218 | 12,755 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $182,959 | 13,106 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $210,324 | 14,616 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $267,599 | 16,809 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $360,619 | 20,374 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $427,094 | 20,494 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $385,067 | 20,837 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $413,305 | 21,087 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $538,725 | 27,458 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $543,303 | 30,150 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $2,473,750 | 145,944 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,704,693 | 136,188 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,243,752 | 119,603 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,260,450 | 159,826 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,678,007 | 79,114 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||