AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 24 filers reported holding AGF INVTS TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $293,865 | -33.8% | 13,855 | -36.6% | 0.02% | -34.8% |
| Q3 2022 | $444,000 | -2.0% | 21,839 | +4.9% | 0.02% | 0.0% |
| Q2 2022 | $453,000 | -1.9% | 20,810 | -17.3% | 0.02% | +21.1% |
| Q1 2022 | $462,000 | +88.6% | 25,174 | +83.0% | 0.02% | +72.7% |
| Q4 2021 | $245,000 | -7.9% | 13,755 | -12.0% | 0.01% | -15.4% |
| Q3 2021 | $266,000 | +9.0% | 15,636 | +8.5% | 0.01% | +8.3% |
| Q2 2021 | $244,000 | -7.2% | 14,409 | -6.2% | 0.01% | -25.0% |
| Q1 2021 | $263,000 | – | 15,359 | – | 0.02% | – |
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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% |