AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 88 filers reported holding AGF INVTS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $451,716 | -63.2% | 22,745 | -61.1% | 0.02% | -25.9% |
| Q2 2023 | $1,228,162 | +93.6% | 58,428 | +114.4% | 0.03% | -3.6% |
| Q1 2023 | $634,316 | +200632.9% | 27,247 | +101.9% | 0.03% | +250.0% |
| Q4 2022 | $316 | -99.9% | 13,492 | +15.1% | 0.01% | +14.3% |
| Q3 2022 | $277,000 | -18.0% | 11,722 | -18.5% | 0.01% | -36.4% |
| Q2 2022 | $338,000 | -48.2% | 14,383 | -48.0% | 0.01% | +37.5% |
| Q1 2022 | $652,000 | +177.4% | 27,656 | +112.4% | 0.01% | +60.0% |
| Q4 2021 | $235,000 | -43.9% | 13,019 | -46.9% | 0.01% | -37.5% |
| Q3 2021 | $419,000 | +3.2% | 24,521 | +2.9% | 0.01% | 0.0% |
| Q2 2021 | $406,000 | -5.8% | 23,839 | -5.4% | 0.01% | 0.0% |
| Q1 2021 | $431,000 | -22.1% | 25,212 | -13.1% | 0.01% | -63.6% |
| Q4 2020 | $553,000 | -22.0% | 29,021 | -3.2% | 0.02% | -47.6% |
| Q3 2020 | $709,000 | +13.1% | 29,969 | +16.0% | 0.04% | -16.0% |
| Q2 2020 | $627,000 | +153.8% | 25,841 | +163.9% | 0.05% | +100.0% |
| Q1 2020 | $247,000 | -73.7% | 9,791 | -77.0% | 0.02% | -64.8% |
| Q4 2019 | $940,000 | – | 42,538 | – | 0.07% | – |
Download | ||||||
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% |