AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 35 filers reported holding AGF INVTS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $31,742 | +917.0% | 1,692 | +1005.9% | 0.00% | – |
| Q1 2023 | $3,121 | -3.8% | 153 | 0.0% | 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 | $7,000 | – | 323 | – | 0.00% | – |
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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% |