Axim Planning & Wealth
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1950607
SPRINGBORO, OH
Position in BTAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$854,112
-$202,771 QoQ
Shares Held
76,602
+1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#15
of 42 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,112 | 76,602 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,056,883 | 75,708 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $877,401 | 60,973 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,226,492 | 77,041 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,692,527 | 95,623 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $865,443 | 41,528 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||