AGF INVTS TR's ticker is BTAL and the CUSIP is 00110G408. A total of 35 filers reported holding AGF INVTS TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,625,373 | -15.5% | 132,194 | -20.2% | 0.02% | -15.8% |
| Q2 2023 | $3,108,034 | -23.1% | 165,673 | -16.3% | 0.02% | -26.9% |
| Q1 2023 | $4,039,648 | -15.0% | 198,022 | -11.6% | 0.03% | -23.5% |
| Q4 2022 | $4,753,819 | +20.9% | 224,131 | +15.9% | 0.03% | +9.7% |
| Q3 2022 | $3,933,000 | -2.5% | 193,463 | +4.5% | 0.03% | -3.1% |
| Q2 2022 | $4,034,000 | -23.6% | 185,212 | -35.7% | 0.03% | -11.1% |
| Q1 2022 | $5,282,000 | +710.1% | 288,015 | +647.5% | 0.04% | +500.0% |
| Q2 2021 | $652,000 | +121.0% | 38,532 | +123.9% | 0.01% | +100.0% |
| Q1 2021 | $295,000 | +5.0% | 17,208 | +16.8% | 0.00% | 0.0% |
| Q4 2020 | $281,000 | -14.3% | 14,737 | +6.0% | 0.00% | -40.0% |
| Q3 2020 | $328,000 | +22.4% | 13,908 | +26.3% | 0.01% | +25.0% |
| Q2 2020 | $268,000 | -46.6% | 11,010 | -43.7% | 0.00% | -66.7% |
| Q1 2020 | $502,000 | – | 19,548 | – | 0.01% | – |
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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% |