EVOLUTION WEALTH MANAGEMENT INC.
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 2010029
FORT MYERS, FL
Position in BTAL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,792
-$5,180 QoQ
Shares Held
200
-63.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | $2,792 | 200 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,972 | 554 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $121,811 | 6,882 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||