AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 88 filers reported holding AGF INVTS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 283,053 | $5,774,281 | 4.88% |
TMD Wealth Management, LLC | 785,593 | $16,026,089 | 4.52% |
Fortis Group Advisors, LLC | 452,330 | $9,476,312 | 2.86% |
Ethos Financial Group, LLC | 423,522 | $8,638,829 | 2.69% |
Astoria Portfolio Advisors LLC. | 276,338 | $5,692,572 | 2.40% |
AMJ Financial Wealth Management | 167,554 | $3,418,102 | 2.20% |
WESPAC Advisors, LLC | 104,390 | $2,129,556 | 2.00% |
AlphaQ Advisors LLC | 103,527 | $2,111,951 | 1.80% |
Delos Wealth Advisors, LLC | 69,476 | $1,417,311 | 1.79% |
Worth Asset Management, LLC | 111,257 | $2,269,642 | 1.72% |