AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 73 filers reported holding AGF INVTS TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,496,410 | -33.7% | 122,373 | -31.1% | 0.40% | -35.8% |
| Q4 2022 | $3,766,366 | +22.9% | 177,575 | +17.8% | 0.62% | +16.8% |
| Q3 2022 | $3,064,000 | +24.4% | 150,700 | +33.3% | 0.54% | -82.9% |
| Q2 2022 | $2,463,000 | +833.0% | 113,083 | +685.6% | 3.13% | +8147.4% |
| Q1 2022 | $264,000 | – | 14,394 | – | 0.04% | – |
Download | ||||||
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% |