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 2023 | $3,290,612 | +29.7% | 165,690 | +22.6% | 0.00% | +100.0% |
| Q2 2023 | $2,536,134 | +4.7% | 135,188 | +13.9% | 0.00% | 0.0% |
| Q1 2023 | $2,421,869 | +91.7% | 118,719 | +99.3% | 0.00% | 0.0% |
| Q4 2022 | $1,263,419 | +37.8% | 59,567 | +32.1% | 0.00% | 0.0% |
| Q3 2022 | $917,000 | -1.1% | 45,095 | -7.2% | 0.00% | 0.0% |
| Q4 2020 | $927,000 | +13.0% | 48,604 | +39.8% | 0.00% | 0.0% |
| Q3 2020 | $820,000 | +99.0% | 34,756 | +105.5% | 0.00% | – |
| Q2 2020 | $412,000 | – | 16,910 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMD Wealth Management, LLC | 669,195 | $12,768,000 | 7.16% |
| Adalta Capital Management LLC | 123,007 | $2,347,000 | 1.48% |
| Gladstone Institutional Advisory LLC | 115,660 | $2,207 | 0.44% |
| Truadvice, LLC | 53,774 | $1,053,000 | 0.32% |
| Tidal Investments LLC | 207,855 | $3,965,000 | 0.27% |
| Latitude Advisors, LLC | 15,556 | $297,000 | 0.26% |
| American Portfolios Advisors | 177,186 | $3,380,699 | 0.17% |
| Old Port Advisors | 13,199 | $253,000 | 0.11% |
| Kingsview Wealth Management, LLC | 70,549 | $1,346,000 | 0.10% |
| AGF Investments LLC | 36,174 | $690,000 | 0.08% |