AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 77 filers reported holding AGF INVTS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,276,217 | +144.7% | 1,474,143 | +131.1% | 0.04% | +104.8% |
| Q2 2023 | $11,965,909 | -48.1% | 637,843 | -43.6% | 0.02% | -51.2% |
| Q1 2023 | $23,075,528 | +24.2% | 1,131,162 | +29.2% | 0.04% | +13.2% |
| Q4 2022 | $18,573,968 | +1.9% | 875,785 | -2.3% | 0.04% | -9.5% |
| Q3 2022 | $18,233,000 | +46.5% | 896,851 | +57.0% | 0.04% | +55.6% |
| Q2 2022 | $12,444,000 | +2213.0% | 571,378 | +1846.4% | 0.03% | +2600.0% |
| Q1 2022 | $538,000 | +3064.7% | 29,356 | +3060.0% | 0.00% | – |
| Q4 2021 | $17,000 | -37.0% | 929 | -41.7% | 0.00% | – |
| Q3 2021 | $27,000 | -48.1% | 1,594 | -47.5% | 0.00% | – |
| Q2 2021 | $52,000 | -96.8% | 3,035 | -96.8% | 0.00% | -100.0% |
| Q1 2021 | $1,644,000 | -71.5% | 96,005 | -68.3% | 0.00% | -73.3% |
| Q4 2020 | $5,774,000 | -48.7% | 302,656 | -36.5% | 0.02% | -55.9% |
| Q3 2020 | $11,252,000 | -5.9% | 476,961 | -2.9% | 0.03% | -15.0% |
| Q2 2020 | $11,953,000 | -6.1% | 491,099 | -0.8% | 0.04% | -23.1% |
| Q1 2020 | $12,723,000 | – | 495,216 | – | 0.05% | – |
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% |