Kovitz Investment Group Partners, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 2,221,703 shares of BTAL stock, worth $34.3 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,221,703

Previous 870,936 155.09%

Holding current value

$34.3 Million

Previous $15.4 Million 129.45%

% of portfolio

0.15%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$15.39 - $17.94 $20.8 Million - $24.2 Million	1,350,767 Added 155.09%	2,221,703 $35.4 Million
Q2 2025 Aug 14, 2025	SELL	$17.61 - $21.46 $16.5 Million - $20.1 Million	-938,403 Reduced 51.86%	870,936 $15.4 Million
Q1 2025 May 13, 2025	BUY	$17.67 - $20.85 $10.5 Million - $12.4 Million	594,078 Added 48.88%	1,809,339 $37.7 Million
Q4 2024 Aug 25, 2025	BUY	$18.47 - $19.96 $6.36 Million - $6.87 Million	344,325 Added 39.54%	1,215,261 $22.5 Million
Q4 2024 Feb 14, 2025	SELL	$18.47 - $19.96 $3.72 Million - $4.03 Million	-201,677 Reduced 14.23%	1,215,261 $22.5 Million

Q3 2024 Nov 14, 2024	BUY	$18.74 - $20.92 $26.6 Million - $29.6 Million	1,416,938 New	1,416,938 $27.8 Million

Others Institutions Holding BTAL

# of Institutions

Shares Held

15.5M

Call Options Held

Put Options Held

View Full List

About AGF INVTS TR AGFIQ US MKT NEUT

Ticker BTAL
Sector ETFs
Industry ETFs

More about BTAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Account

Kovitz Investment Group Partners, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History