WealthPlan Investment Management, LLC
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1929986
OMAHA, NE
Position in BTAL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$3,566,612
+$2,401,282 QoQ
Shares Held
255,488
+215.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,566,612 | 255,488 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,165,330 | 80,982 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||