Proficio Capital Partners LLC - AGF INVTS TR ownership

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
Proficio Capital Partners LLC ownership history of AGF INVTS TR
ValueSharesWeighting
Q4 2022$500,556
+98.6%
23,600
+60.5%
0.10%
+187.9%
Q1 2021$252,000
-48.6%
14,700
-42.8%
0.03%
-57.1%
Q4 2020$490,000
-88.3%
25,700
-85.6%
0.08%
-89.7%
Q3 2020$4,206,000178,3050.74%
Other shareholders
AGF INVTS TR shareholders Q1 2023
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