AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 63 filers reported holding AGF INVTS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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 | 261,696 | $4,909,417 | 3.85% |
| TMD Wealth Management, LLC | 778,362 | $14,602,062 | 3.81% |
| Ethos Financial Group, LLC | 423,522 | $8,638,829 | 2.92% |
| Astoria Portfolio Advisors LLC. | 294,059 | $5,260,716 | 2.04% |
| Delos Wealth Advisors, LLC | 72,966 | $1,368,843 | 1.75% |
| WESPAC Advisors, LLC | 100,726 | $1,889,620 | 1.51% |
| AlphaQ Advisors LLC | 107,827 | $2,022,835 | 1.49% |
| Fortis Group Advisors, LLC | 270,658 | $5,077,551 | 1.35% |
| Empirical Asset Management, LLC | 69,052 | $1,295,408 | 1.15% |
| TAP Consulting, LLC | 174,515 | $3,273,902 | 0.80% |