AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 31 filers reported holding AGF INVTS TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,075,617 | +66091.8% | 54,160 | -37.5% | 0.03% | -31.2% |
| Q2 2023 | $1,625 | -46.7% | 86,601 | -42.0% | 0.05% | -7.7% |
| Q1 2023 | $3,048 | +87.3% | 149,428 | +94.9% | 0.05% | -17.5% |
| Q4 2022 | $1,627 | -99.9% | 76,686 | +8.4% | 0.06% | +5.0% |
| Q3 2022 | $1,438,000 | -3.0% | 70,755 | +4.0% | 0.06% | +11.1% |
| Q2 2022 | $1,482,000 | +36.5% | 68,037 | +14.9% | 0.05% | +68.8% |
| Q1 2022 | $1,086,000 | -19.5% | 59,202 | -22.0% | 0.03% | -22.0% |
| Q4 2021 | $1,349,000 | +25.1% | 75,895 | +19.9% | 0.04% | +2.5% |
| Q3 2021 | $1,078,000 | -4.0% | 63,314 | -4.6% | 0.04% | -9.1% |
| Q2 2021 | $1,123,000 | -21.2% | 66,357 | -20.3% | 0.04% | -34.3% |
| Q1 2021 | $1,426,000 | -64.0% | 83,256 | -59.9% | 0.07% | -75.5% |
| Q4 2020 | $3,965,000 | -18.8% | 207,855 | +0.4% | 0.27% | -58.0% |
| Q3 2020 | $4,885,000 | – | 207,098 | – | 0.65% | – |
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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% |