Patriot Financial Group Insurance Agency, LLC - AGF INVTS TR ownership

AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 25 filers reported holding AGF INVTS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of AGF INVTS TR
ValueSharesWeighting
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%
1100.0%0.00%0.0%
Q4 2019$2,0001100.00%
Other shareholders
AGF INVTS TR shareholders Q4 2021
NameSharesValueWeighting ↓
PEAK FINANCIAL ADVISORS LLC 283,053$5,774,2814.88%
TMD Wealth Management, LLC 785,593$16,026,0894.52%
Fortis Group Advisors, LLC 452,330$9,476,3122.86%
Ethos Financial Group, LLC 423,522$8,638,8292.69%
Astoria Portfolio Advisors LLC. 276,338$5,692,5722.40%
AMJ Financial Wealth Management 167,554$3,418,1022.20%
WESPAC Advisors, LLC 104,390$2,129,5562.00%
AlphaQ Advisors LLC 103,527$2,111,9511.80%
Delos Wealth Advisors, LLC 69,476$1,417,3111.79%
Worth Asset Management, LLC 111,257$2,269,6421.72%
View complete list of AGF INVTS TR shareholders