AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 77 filers reported holding AGF INVTS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 558,069 | $11,083,241 | 3.16% |
| Fortis Group Advisors, LLC | 382,984 | $7,812,872 | 2.40% |
| Ethos Financial Group, LLC | 429,110 | $8,521,569 | 2.20% |
| Astoria Portfolio Advisors LLC. | 190,563 | $4,015,164 | 1.94% |
| Delos Wealth Advisors, LLC | 71,880 | $1,351,344 | 1.64% |
| WESPAC Advisors, LLC | 100,405 | $1,994,043 | 1.49% |
| AlphaQ Advisors LLC | 79,182 | $1,572,555 | 1.36% |
| Empirical Asset Management, LLC | 69,104 | $1,372,399 | 1.20% |
| TAP Consulting, LLC | 214,513 | $4,260,229 | 1.10% |
| Beaumont Capital Management, LLC | 65,497 | $1,300,770 | 0.94% |