Able Wealth Management LLC
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 2011908
Toms River, NJ
Position in BTAL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$295,700
-$206,122 QoQ
Shares Held
21,182
-39.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $295,700 | 21,182 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $501,822 | 34,873 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $678,765 | 42,636 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $473,722 | 26,764 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||