AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 28 filers reported holding AGF INVTS TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200 | -96.1% | 10,092 | -96.3% | 0.00% | -93.8% |
| Q2 2023 | $5,083 | +443.1% | 270,969 | +490.4% | 0.02% | +433.3% |
| Q1 2023 | $936 | -60.9% | 45,893 | -59.4% | 0.00% | -62.5% |
| Q4 2022 | $2,396 | -99.9% | 112,956 | -25.5% | 0.01% | -33.3% |
| Q3 2022 | $3,083,000 | +34.7% | 151,645 | +44.4% | 0.01% | +50.0% |
| Q2 2022 | $2,288,000 | -75.6% | 105,051 | -79.5% | 0.01% | -73.3% |
| Q1 2022 | $9,379,000 | +140.7% | 511,375 | +133.3% | 0.03% | +172.7% |
| Q4 2021 | $3,897,000 | +128.6% | 219,192 | +118.9% | 0.01% | +83.3% |
| Q3 2021 | $1,705,000 | -36.4% | 100,112 | -36.8% | 0.01% | -14.3% |
| Q2 2021 | $2,679,000 | +18.3% | 158,357 | +19.8% | 0.01% | 0.0% |
| Q1 2021 | $2,264,000 | +9.5% | 132,165 | +22.0% | 0.01% | 0.0% |
| Q4 2020 | $2,068,000 | -59.9% | 108,369 | -50.4% | 0.01% | -68.2% |
| Q3 2020 | $5,158,000 | +32.2% | 218,633 | +36.4% | 0.02% | +22.2% |
| Q2 2020 | $3,901,000 | +171.3% | 160,265 | +146.9% | 0.02% | +200.0% |
| Q4 2019 | $1,438,000 | – | 64,910 | – | 0.01% | – |
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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% |