Strategic Wealth Partners, Ltd.
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1720777
INDEPENDENCE, OH
Position in BTAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,411
-$860 QoQ
Shares Held
306
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 42 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTAL Over Time
Shares Held
Position Value (USD)
All Filings in BTAL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,411 | 306 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,271 | 306 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,245 | 295 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $316,855 | 19,903 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||