AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 35 filers reported holding AGF INVTS TR in Q4 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 ↓ |
|---|---|---|---|
| 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% |