AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 63 filers reported holding AGF INVTS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,915,349 | +170.0% | 146,795 | +155.1% | 0.08% | +229.2% |
| Q2 2023 | $1,079,619 | -29.6% | 57,549 | -23.4% | 0.02% | -41.5% |
| Q1 2023 | $1,533,264 | -39.6% | 75,160 | -39.8% | 0.04% | -46.8% |
| Q3 2022 | $2,537,000 | +0.7% | 124,771 | +7.9% | 0.08% | -27.4% |
| Q2 2022 | $2,519,000 | +96.3% | 115,653 | +65.4% | 0.11% | +152.4% |
| Q1 2022 | $1,283,000 | – | 69,916 | – | 0.04% | – |
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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% |