AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 26 filers reported holding AGF INVTS TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $4,000 | -20.0% | 206 | -16.6% | 0.00% | 0.0% |
Q1 2022 | $5,000 | +25.0% | 247 | +24.1% | 0.00% | 0.0% |
Q4 2021 | $4,000 | -33.3% | 199 | -46.6% | 0.00% | 0.0% |
Q3 2021 | $6,000 | +50.0% | 373 | +59.4% | 0.00% | 0.0% |
Q2 2021 | $4,000 | -42.9% | 234 | -38.6% | 0.00% | -50.0% |
Q1 2021 | $7,000 | +16.7% | 381 | +30.5% | 0.00% | 0.0% |
Q4 2020 | $6,000 | -14.3% | 292 | +3.9% | 0.00% | 0.0% |
Q3 2020 | $7,000 | +133.3% | 281 | +155.5% | 0.00% | +100.0% |
Q1 2020 | $3,000 | +50.0% | 110 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $2,000 | – | 110 | – | 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% |