AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 39 filers reported holding AGF INVTS TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,601,820 | +21.9% | 231,713 | +15.2% | 0.22% | +10.7% |
| Q2 2023 | $3,773,612 | +359.7% | 201,152 | +399.8% | 0.20% | +308.3% |
| Q1 2023 | $820,957 | +62.0% | 40,243 | +68.4% | 0.05% | +37.1% |
| Q4 2022 | $506,792 | +72.4% | 23,894 | +55.3% | 0.04% | +25.0% |
| Q4 2020 | $294,000 | -55.2% | 15,383 | -44.7% | 0.03% | -62.2% |
| Q3 2020 | $656,000 | -11.2% | 27,793 | -8.5% | 0.07% | -26.0% |
| Q2 2020 | $739,000 | -42.4% | 30,365 | -39.2% | 0.10% | -57.3% |
| Q1 2020 | $1,283,000 | -68.0% | 49,933 | -72.4% | 0.23% | -57.2% |
| Q4 2019 | $4,013,000 | – | 181,190 | – | 0.55% | – |
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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% |