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 | $5,170,750 | +277.5% | 260,360 | +256.6% | 0.00% | – |
| Q2 2023 | $1,369,705 | +290.8% | 73,012 | +341.9% | 0.00% | – |
| Q4 2022 | $350,474 | +36.9% | 16,524 | +18.5% | 0.00% | – |
| Q1 2022 | $256,000 | -71.2% | 13,942 | -73.3% | 0.00% | – |
| Q3 2021 | $890,000 | -23.6% | 52,260 | -24.1% | 0.00% | – |
| Q2 2021 | $1,165,000 | -12.0% | 68,861 | -10.9% | 0.00% | – |
| Q1 2021 | $1,324,000 | -61.3% | 77,286 | -56.9% | 0.00% | – |
| Q4 2020 | $3,420,000 | +102.1% | 179,218 | +149.8% | 0.00% | – |
| Q3 2020 | $1,692,000 | +218.0% | 71,743 | +228.5% | 0.00% | – |
| Q2 2020 | $532,000 | -79.8% | 21,839 | -78.7% | 0.00% | -100.0% |
| Q1 2020 | $2,631,000 | +748.7% | 102,406 | +632.5% | 0.00% | – |
| Q4 2019 | $310,000 | – | 13,980 | – | 0.00% | – |
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% |