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 | $9,406,749 | -7.0% | 473,653 | -12.2% | 0.01% | 0.0% |
| Q2 2023 | $10,117,512 | -53.6% | 539,313 | -49.6% | 0.01% | -58.8% |
| Q1 2023 | $21,819,106 | +76.4% | 1,069,564 | +83.4% | 0.02% | +54.5% |
| Q4 2022 | $12,369,608 | +106.4% | 583,197 | +97.9% | 0.01% | +83.3% |
| Q3 2022 | $5,992,000 | +71.0% | 294,753 | +83.2% | 0.01% | +100.0% |
| Q2 2022 | $3,505,000 | +822.4% | 160,934 | +676.6% | 0.00% | – |
| Q1 2022 | $380,000 | -35.9% | 20,723 | -40.2% | 0.00% | -100.0% |
| Q1 2021 | $593,000 | -12.3% | 34,641 | -2.2% | 0.00% | 0.0% |
| Q4 2020 | $676,000 | -60.9% | 35,426 | -51.7% | 0.00% | -66.7% |
| Q3 2020 | $1,730,000 | +30.3% | 73,345 | +34.5% | 0.00% | +50.0% |
| Q2 2020 | $1,328,000 | -51.9% | 54,547 | -49.2% | 0.00% | -66.7% |
| Q1 2020 | $2,761,000 | +39.4% | 107,464 | +20.2% | 0.01% | +50.0% |
| Q4 2019 | $1,980,000 | – | 89,369 | – | 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% |