AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 31 filers reported holding AGF INVTS TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,197,000 | +349.8% | 206,439 | +382.1% | 0.03% | +385.7% |
| Q2 2022 | $933,000 | -40.2% | 42,823 | -47.6% | 0.01% | -50.0% |
| Q4 2020 | $1,559,000 | -61.9% | 81,709 | -52.9% | 0.01% | -68.2% |
| Q3 2020 | $4,091,000 | +41.0% | 173,421 | +45.5% | 0.04% | +7.3% |
| Q2 2020 | $2,902,000 | +40.1% | 119,209 | +47.9% | 0.04% | +41.4% |
| Q1 2020 | $2,071,000 | – | 80,620 | – | 0.03% | – |
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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% |