UBS Group AG - AGF INVTS TR ownership

AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 44 filers reported holding AGF INVTS TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
UBS Group AG ownership history of AGF INVTS TR
ValueSharesWeighting
Q2 2023$31,742
+917.0%
1,692
+1005.9%
0.00%
Q1 2023$3,121
-3.8%
1530.0%0.00%
Q4 2022$3,245
-99.4%
153
-99.5%
0.00%
Q3 2022$572,000
+14200.0%
28,113
+11965.7%
0.00%
Q1 2022$4,000
-78.9%
233
-79.2%
0.00%
Q3 2021$19,000
-20.8%
1,122
-20.1%
0.00%
Q2 2021$24,000
-53.8%
1,404
-53.9%
0.00%
Q1 2021$52,000
+73.3%
3,046
+95.0%
0.00%
Q4 2020$30,000
-30.2%
1,562
-15.2%
0.00%
Q3 2020$43,000
+1333.3%
1,843
+1502.6%
0.00%
Q2 2020$3,000
-57.1%
115
-64.4%
0.00%
Q4 2019$7,0003230.00%
Other shareholders
AGF INVTS TR shareholders Q3 2020
NameSharesValueWeighting ↓
TMD Wealth Management, LLC 558,069$11,083,2413.16%
Fortis Group Advisors, LLC 382,984$7,812,8722.40%
Ethos Financial Group, LLC 429,110$8,521,5692.20%
Astoria Portfolio Advisors LLC. 190,563$4,015,1641.94%
Delos Wealth Advisors, LLC 71,880$1,351,3441.64%
WESPAC Advisors, LLC 100,405$1,994,0431.49%
AlphaQ Advisors LLC 79,182$1,572,5551.36%
Empirical Asset Management, LLC 69,104$1,372,3991.20%
TAP Consulting, LLC 214,513$4,260,2291.10%
Beaumont Capital Management, LLC 65,497$1,300,7700.94%
View complete list of AGF INVTS TR shareholders