AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 80 filers reported holding AGF INVTS TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |