NewEdge Advisors, LLC - 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
NewEdge Advisors, LLC ownership history of AGF INVTS TR
ValueSharesWeighting
Q3 2023$50,584
-94.2%
2,547
-94.5%
0.00%
-90.0%
Q2 2023$875,550
+6.4%
46,671
+15.7%
0.01%0.0%
Q1 2023$822,754
+543.8%
40,331
+197.6%
0.01%
+233.3%
Q4 2022$127,802
-31.7%
13,553
+23.4%
0.00%
-40.0%
Q3 2021$187,000
-14.2%
10,983
-14.5%
0.01%
-16.7%
Q2 2021$218,000
+4.8%
12,851
+5.9%
0.01%0.0%
Q1 2021$208,000
-88.2%
12,130
-86.9%
0.01%
-89.7%
Q4 2020$1,761,000
+20.5%
92,308
+48.9%
0.06%
+13.7%
Q3 2020$1,462,000
+87.7%
61,973
+93.8%
0.05%
+70.0%
Q2 2020$779,000
+259.0%
31,985
+278.8%
0.03%
+200.0%
Q1 2020$217,0008,4440.01%
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