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 | $213,543 | -64.7% | 10,752 | -66.6% | 0.01% | -62.5% |
| Q2 2023 | $604,477 | -32.8% | 32,222 | -26.9% | 0.02% | -36.0% |
| Q1 2023 | $899,795 | +23.5% | 44,108 | +28.4% | 0.02% | +13.6% |
| Q4 2022 | $728,500 | +175.9% | 34,347 | +164.4% | 0.02% | +144.4% |
| Q3 2022 | $264,000 | -5.7% | 12,991 | +1.1% | 0.01% | -10.0% |
| Q2 2022 | $280,000 | -31.4% | 12,846 | -25.8% | 0.01% | -47.4% |
| Q3 2020 | $408,000 | +1673.9% | 17,308 | +1823.1% | 0.02% | +850.0% |
| Q1 2020 | $23,000 | – | 900 | – | 0.00% | – |
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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% |