AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 35 filers reported holding AGF INVTS TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,809,000 | +55.0% | 393,198 | +46.4% | 0.00% | +100.0% |
| Q2 2023 | $5,037,000 | -9.4% | 268,505 | -1.5% | 0.00% | -50.0% |
| Q1 2023 | $5,560,000 | +33.2% | 272,536 | +38.5% | 0.00% | +100.0% |
| Q4 2022 | $4,173,000 | -26.9% | 196,755 | -29.9% | 0.00% | -50.0% |
| Q3 2022 | $5,708,000 | +76.5% | 280,755 | +89.1% | 0.00% | +100.0% |
| Q2 2022 | $3,234,000 | +105.2% | 148,489 | +72.7% | 0.00% | – |
| Q1 2022 | $1,576,000 | +1017.7% | 85,980 | +984.4% | 0.00% | – |
| Q4 2021 | $141,000 | -62.6% | 7,929 | -64.1% | 0.00% | – |
| Q3 2021 | $377,000 | -31.2% | 22,109 | -31.8% | 0.00% | – |
| Q2 2021 | $548,000 | +58.8% | 32,409 | +61.1% | 0.00% | – |
| Q1 2021 | $345,000 | -56.4% | 20,119 | -51.5% | 0.00% | – |
| Q4 2020 | $792,000 | +34.5% | 41,498 | +66.1% | 0.00% | – |
| Q3 2020 | $589,000 | +131.0% | 24,987 | +137.9% | 0.00% | – |
| Q2 2020 | $255,000 | +722.6% | 10,503 | +778.9% | 0.00% | – |
| Q1 2020 | $31,000 | -59.2% | 1,195 | -64.8% | 0.00% | – |
| Q4 2019 | $76,000 | – | 3,395 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 283,053 | $5,774,281 | 4.88% |
| TMD Wealth Management, LLC | 785,593 | $16,026,089 | 4.52% |
| Fortis Group Advisors, LLC | 452,330 | $9,476,312 | 2.86% |
| Ethos Financial Group, LLC | 423,522 | $8,638,829 | 2.69% |
| Astoria Portfolio Advisors LLC. | 276,338 | $5,692,572 | 2.40% |
| AMJ Financial Wealth Management | 167,554 | $3,418,102 | 2.20% |
| WESPAC Advisors, LLC | 104,390 | $2,129,556 | 2.00% |
| AlphaQ Advisors LLC | 103,527 | $2,111,951 | 1.80% |
| Delos Wealth Advisors, LLC | 69,476 | $1,417,311 | 1.79% |
| Worth Asset Management, LLC | 111,257 | $2,269,642 | 1.72% |