Advyzon Investment Management, LLC
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 2011872
LISLE, IL
Position in BTAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$293,768
-$193,673 QoQ
Shares Held
26,347
-24.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#19
of 42 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,768 | 26,347 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $487,441 | 34,917 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $333,747 | 23,193 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $183,987 | 11,557 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,024,546 | 57,884 | Shares | Other | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||